Erika
Lundstedt
Fidelity Personal And Workplace Advisors
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About this Advisor
Erika Lundstedt is a financial advisor based out of Latonia, Kentucky. Lundstedt currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, Lundstedt has held roles at Fidelity Brokerage Services, LLC, Campbell County School, Saint Ursula Academy, Interalliance Of Greater Cincinnati, Educational Testing Service/College Board, Mother Of Mercy High School, Ubs Financial Services, Inc, World Affairs Council Of Cincinnati And Northern Kentucky, Fidelity Investments and Kohl'S, Inc. Lundstedt has Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to operate in Kentucky. Fidelity Personal And Workplace Advisors is a business operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in total assets among its 1,712,247 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on the services offered. Fee types charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Erika Lundstedt Work History
Erika has been registered as a financial advisor for 0 years.*
Fidelity Investments
Ubs Financial Services, Inc
World Affairs Council Of Cincinnati And Northern Kentucky
Kohl'S, Inc
Fidelity Brokerage Services, LLC
Campbell County School
Educational Testing Service/College Board
Educational Testing Service/College Board
Saint Ursula Academy
Interalliance Of Greater Cincinnati
Mother Of Mercy High School
*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 Erika Lundstedt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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