Adam Lundy is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Plain City, OH, with 10 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
Plain City, OH
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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 Activities
Adam owns Agent Lundy Cards, a retail business selling trading cards through live streams. This activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
J.P. Morgan Securities LLCBroker
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.
Exams
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