About Our Firm

Here’s our story. We look forward to hearing yours.

At Lundervold Financial, our sole focus is YOU.

We’re committed to providing our clients with a blueprint for financial clarity. We do this by providing guidance to help you develop a customized financial strategy for retirement and offering a variety of insurance and investment products to help you work toward your financial independence.

The team at Lundervold Financial is here to help ensure you receive all the assistance you need, not only in developing your financial strategy but in maintaining it throughout your retirement.

Meet Ryan Lundervold

As the owner and president of Lundervold Financial, Ryan Lundervold is focused on helping clients work toward their retirement dreams through a well-thought-out, value-based financial strategy for retirement. Lundervold Financial serves not only the greater Minneapolis/St. Paul and greater Phoenix areas but also clients across the country and internationally.

Ryan started in this industry in 2004, and through experience, Ryan’s developed the philosophy, “It’s not how much money you make, but how much money you keep,”. This motto is in keeping with Lundervold Financial’s mission of providing clients with A Blueprint For Financial Clarity. His primary focus is to provide income planning, investment strategies, tax efficiency, long term care, estate, and legacy planning.

An Investment Adviser Representative, Ryan has passed the Series 65 securities exam and holds life insurance licenses in many of the 50 states. While competing in Division I baseball, he studied Business Finance and Logistics/Supply Chain Management at Butler University.

In his free time, Ryan enjoys golf, travel, church, motor sports and spending time with wife, Lindsay, and children, Linnea and Brock.

 

Barbara Lundervold | Administrator

 

 

 

 

 

 

Matt Masyga | Client Services

 

 

 

 

 

 

 


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Ryan@LundervoldFinancial.com or call us at 651.209.1906 today!