Christopher Lundmark
Christopher Lundmark is a registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2024Other Business ActivitiesSells Insurance
Christopher owns a hunting cabin since 2020 and spends minimal time on it. He also works with various insurance brokers and Independence Square Advisors, dedicating full-time hours to each since July 2024.
Employment History
Current Registrations
Independence Square Holdings, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.