Rahn Lund
Rahn Lund is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Rochester, MN, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
102 South Broadway, Suite 300, Rochester, MN, 55904-6522
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2023Customer Dispute
August 2012Customer Dispute
June 2012Other Business Activities
Rahn is a board member of Hiawatha Homes Foundation, dedicating minimal time to the care of physically and mentally challenged individuals. Rahn is also a partner in a rental property, but spends no time on it daily.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.