Ryan Lundervold
Ryan Lundervold is a registered investment advisor at Ae Wealth Management, LLC, based in North Lake Elmo, MN, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
8665 Hudson Blvd N, Ste 110, North Lake Elmo, MN, 55042
Get directionsHistory
Regulatory History (1)
Regulatory
April 2016Other Business ActivitiesSells Insurance
Ryan owns Lundervold Financial, LLC, where he spends nearly full-time on insurance sales and services. He also owns North Dakota farmland and a book that will be given away.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
Ing Financial Partners, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations2 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.