Paul Lundeen is a registered investment advisor at Arkenstone Financial, LLC, based in Monument, CO, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 141 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkenstone Financial offers investment management exclusively through wrap fee programs, where clients pay a bundled fee that covers both advisory services and trading costs. Detailed fee schedules for the wrap fee program are available in Arkenstone Financial's separate Wrap Fee Program Brochure.
Location
19210 Sixpenny Lane, Suite 100, Monument, CO, 80132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is the chairman of real estate holdings for Alpine Freedom, LLC, spending a few hours per week on this non-investment related activity. He also serves in the Colorado Senate and is involved with Luncom LLC, a communications and messaging consulting company, dedicating a few hours per week.
Employment History
Current Registrations
Arkenstone Financial, LLC
Previous Registrations
Securities America Advisors, INC.
Brookstreet Capital Management
State Registrations3 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.
Exams
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