Ian
Lund
Nwk Group
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About this Advisor
Ian Lund is a financial advisor based in San Francisco, California with 2 years of relevant experience. Lund is on the advisory team at Nwk Group. Their career trajectory has included roles at The Vanguard Group, Inc, John Sullivan State Farm, Red Ventures, University Of Alabama, Pensionmark Securities, LLC, Pensionmark Financial Group and Nwk Group, Inc. Lund has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Nwk Group is a registered investment firm that has its headquarters in San Francisco, CA. It administers $663 million in assets between its 397 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 397 customer accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services the firm provides the client. However, fee types billed by Nwk Group can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nwk Group Brokerage Details
$662,868,060
6
397
$1,669,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ian Lund Work History
Ian has been registered as a financial advisor for 2 years.*
Nwk Group, Inc
Pensionmark Securities, LLC
Pensionmark Financial Group
The Vanguard Group, Inc
John Sullivan State Farm
Red Ventures
University Of Alabama
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ian Lund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nwk Group
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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