Meet One of the Top Rated Financial
Advisors in Minnesota
We help individuals and families pursue their ideal retirements.
Meet the Lundervold Financial Team
We want to be the best financial advisors in Minnesota. We bring value to our clients by partnering — never dictating — and listening. Our strategies are based on your goals and comfort levels, and they’re designed to help you reduce risk, possibly decrease taxes and leave a legacy for your beneficiaries, whether it be charity, church or children.
Ryan Lundervold President & Investment Adviser Representative
Ryan helps clients work toward their retirement dreams through a well-thought-out and value-based financial strategy. His practice is built on the strict requirement of putting the interests of his clients above his own.
He started in the industry in 2004 and over the years has come to truly appreciate the wisdom in the saying, “It’s not how much money you make, but how much money you keep.” That’s why he and his team developed A Blueprint for Financial Clarity™, a five-step process to help you feel more confident in your retirement years.
Ryan helps clients work toward their retirement dreams through a well-thought-out and value-based financial strategy. Ryan provides investment advisory services that are required to be provided in accordance with a fiduciary standard; this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client for the duration of the client-advisor relationship. Conflicts of interest may include insurance recommendation. Clients are typically charged an ongoing fee based on a percentage of assets under management for advisory services.
Insurance products are sold based on the suitability standard at both the state and insurance carrier level; this means that product recommendations must meet the stated financial needs and objectives of the client at that time. Clients are typically charged a fee based on commission for insurance products/services.
Registered as an investment adviser representative, Ryan is a financial professional who can offer investment and insurance products and services. He serves clients in the Greater Minneapolis/St. Paul and Greater Phoenix areas, as well as individuals, families, and small businesses across the country*. He studied business finance and logistics/supply chain management at Butler University, where he competed in Division I baseball.
In his free time, Ryan likes spending time with his wife, Lindsay, and their children, Linnea and Brock. Ryan also enjoys golf, travel, church and motorsports.
*In certain states as permitted by law.
Lisa Amerongen, MBA Chief Marketing Officer (CMO)
Barbara Lundervold Administrator
Karlee Schulke Customer Service Manager
Are you ready to take
The Next Step in planning for your financial future?
For more information about any of our products and services, to schedule a meeting or to register for one of our financial and retirement planning seminars, choose one of the options below, or let’s talk the old-fashion way. Call us at 651.209.1906.