Anders
Lundegard
Capitol Private Wealth Group LLC
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About this Advisor
Anders Lundegard is a certified financial planner and chartered financial consultant working out of Vienna, Virginia with 7 years of industry experience. Lundegard is an employee of Capitol Private Wealth Group LLC. Their career trajectory has included roles at Ameriprise Financial Services Inc and Capitol Private Wealth Group LLC. Lundegard has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Capitol Private Wealth Group LLC is a company that has its headquarters in Vienna, VA. It handles $256 million in total assets among its 459 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 459 client accounts, 20% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on the type of financial services. However, fee types billed by Capitol Private Wealth Group LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Private Wealth Group LLC Brokerage Details
$256,017,877
7
459
$557,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anders Lundegard Work History
Anders has been registered as a financial advisor for 7 years.*
Capitol Private Wealth Group LLC
Ameriprise Financial Services 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 Anders Lundegard 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 Capitol Private Wealth Group LLC
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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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.
