Andrea Lundberg
Andrea Lundberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Baxter, MN, with 9 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8378 Brandon Road, Baxter, MN, 56425
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is a client service representative at Lemieux Wealth Strategies, LLC, dedicating full-time hours to marketing, operations, and clerical assistance. She also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity, and is a notary public, spending minimal time notarizing documents.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations1 state
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