Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
RYAN ALLAN LUNDERVOLD
CRD#: 4548206
IA
Investment Adviser
B
Previous Broker
AE WEALTH MANAGEMENT, LLCCRD#: 282580 8665 Hudson Blvd N
Ste 110
North Lake Elmo, MN 55042
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2008 (4 years)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2017 - Present (7 years)BING FINANCIAL PARTNERS, INC. (CRD# 2882)2008 - 2013 (4 years)IAGRADIENT ADVISORS, LLC (CRD# 152665)2013 - 2017 (3 years)
Disclosure(s)
View By:
4/5/2016
Regulatory
Final
License(s)

State Registrations

IA
Minnesota 7/26/2017
IA
Texas 6/14/2023
Current Registration(s)
IA
AE WEALTH MANAGEMENT, LLC (CRD#:282580)
8665 Hudson Blvd N Ste 110, North Lake Elmo, MN 55042
Registered with this firm since 7/26/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 12/16/2013 - 03/09/2017 GRADIENT ADVISORS, LLC (CRD#:152665) OAKDALE, MN
B
 12/17/2008 - 08/22/2013 ING FINANCIAL PARTNERS, INC. (CRD#:2882) OAKDALE, MN
B
 12/09/2004 - 12/12/2008 CRI SECURITIES, LLC (CRD#:22589) MINNEAPOLIS, MN
B
 12/09/2004 - 12/12/2008 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.