Christopher
Lund
Cwm, LLC
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About this Advisor
Christopher Lund is a certified financial planner based in Foxboro, Massachusetts who has 4 years of relevant experience. Lund currently works for Cwm, LLC. Their career trajectory has included roles at Lincoln Investment, Cwm, LLC Dba Carson Group Partners, Lund Wealth Management, Capital Analysts Inc, Cetera Advisor Networks, Dentaquest and Public Speaking. Lund maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Cwm, LLC is a financial advisory business that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 advisors. It handles $20 billion in assets among its 96,956 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Cwm, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually are based on which services the firm provides the client. However, fee types billed by Cwm, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Christopher Lund Work History
Christopher has been registered as a financial advisor for 4 years.*
Cwm, LLC Dba Carson Group Partners
Lund Wealth Management
Cetera Advisor Networks
Dentaquest
Public Speaking
Lincoln Investment
Capital Analysts Inc
*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 Christopher 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 Cwm, LLC
Nevada, MO
Omaha, NE
Cedar Rapids, IA
Kennewick, WA
Mooresville, NC
Vincennes, IN
Omaha, NE
Omaha, NE
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
