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.

Learn more about Lundervold Financial and How We Are Different.

ryan-lundervold2

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.

placeholder

Lisa Amerongen, MBA Chief Marketing Officer (CMO)

Lisa Amerongen, MBA

Chief Marketing Officer (CMO)

Lisa is the quiet contributor with a loud voice in creativity and the written word. As CMO, Lisa is responsible for creating and accelerating the Lundervold Financial marketing strategy and brand recognition. She is focused on driving this mission and vision through a variety of Marketing campaigns, programs and projects. Her goal is to make Lundervold Financial a leader in the financial services space and a household name.

Lisa comes to Lundervold Financial with 26 years of marketing experience within the financial services industry working with a variety of Fortune 500 companies.

Lisa loves to spend time with her family – husband John, son Nicholas, daughter Elise and mother, Delores and her two dogs, Lulu and Tucker. She prides herself on keeping the economy alive with her passion for interior and landscaping design. She enjoys traveling, sports, a good joke and any indoor/outdoor challenge that comes her way.

Read Bio
barbara-web-22

Barbara Lundervold Administrator

Barbara Lundervold

Administrator

Barbara might be the first voice you hear when you call Lundervold Financial. She runs the day-to-day operations of the firm, including marketing and events. She holds degrees in physical education, health and music and was a high school physical education teacher. After leaving her teaching position, she spent a decade as a real estate agent before joining her son’s financial management firm, Lundervold Financial as the office administrator.

Her passions are her children, grandchildren, sports and music. Barbara sang with the Minnesota Chorale for more than 40 years and served more than 35 years as chorus manager, sharing the stage with some of the top orchestral talent in the world.

It’s Barbara’s eclectic background as an educator, cheerleading coach, real estate agent and performer that helps set Lundervold Financial apart from other financial firms. Not only does she tell a great story, but she also listens, cares and fosters a sense of community among our clients.

Read Bio
karlee-web

Karlee Schulke Customer Service Manager

Karlee Schulke

Customer Service Manager

Karlee began working with the Lundervold Financial team in the Spring of 2022. She plays a key role in supporting Ryan and our clients from an operational and service perspective. She aspires to learn the business under Ryan's mentorship and eventually become a financial advisor.

She came to Lundervold Financial from Ecolab's Global Distributor where she was an integral part of their Finance team.

Being the intelligent and driven person she is, Karlee graduated within 3-years from the University of Wisconsin Eau-Claire with a bachelor’s degree in Business Finance in 2020.

In her free time, Karlee enjoys playing and watching softball and spending quality time outdoors with her puppy Tito. In addition, Karlee has many other interests which include fitness and painting.

Read Bio

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.

Schedule a Meeting

Or give us a call at 651.209.1906.