Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Lundgren is a financial advisor with over 20 years of experience in the financial services industry. Timothy currently works at TIAA-CREF Individual & Institutional Services, LLC, where he provides financial planning and portfolio management services to individual and institutional clients. Prior to joining TIAA, Timothy worked at U.S. Bancorp Investments, Inc., Edward Jones, Jackson National Life Distributors LLC, and National Planning Corporation. Timothy holds a Series 6, 7, 24, 65, and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
07/23/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/22/2008 - 12/10/2009
U.S. BANCORP INVESTMENTS, INC. (AURORA CO)
CO
06/28/2007 - 05/01/2008
EDWARD JONES (PARKER CO)
TN
01/08/2004 - 12/01/2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
04/30/1997 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 07/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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