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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-14 |
| MN | RA | APPROVED | 2017-07-26 |
Branch Locations
8665 Hudson Blvd N Ste 110, North Lake Elmo, MN 55042 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lundervold, Inc | Oakdale | MN | 05/1999 | 10/2016 |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2013 | 07/2017 |
| Lundervold Financial, Llc | North Lake Elmo | MN | 01/2006 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2017 | Present |
| The Prepare Institute | Lake Elmo | MN | 01/2026 | Present |
1.) Lundervold Financial, LLC; YES INVESTMENT RELATED; 8665 Hudson Blvd. STE 110, Lake Elmo, MN 55042; INSURANCE SALES; Owner; START DATE 01/2006; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) RYAN LUNDERVOLD-NORTH DAKOTA FARM LAND, NOT INVESTMENT RELATE4D, 38-ND, 049 MCHENRY COUNTY, UPHAM, ND, FARM LAND, OWNER, 10/18/1987, APPROX 0 HRS/MONTH, APROX 0 HRS/MONTH DURING TRADING, RENT THE FARM LAND TO FARMERS. 3) BOOK: POSITION: owner NATURE: It is a book that will be given away to anyone who wants it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 8665 Hudson Blvd N Suite 110, Lake Elmo MN 55042, United States DESCRIPTION: Paid Advisors Excel to write the book 4)Wealth.com: Estate planning document services: 8665 Hudson Blvd. N Suite 110, Lake Elmo MN 55042: Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 10/2025, Approx hours per month: 10, Hours during trading: 10. 5.) The Prepare Institute; Investment Related: No; 8665 Hudson Blvd N Suite 110, Lake Elmo MN 55042; Educational college style classes; Teacher; Start Date 01/2026; Approx hours per month: 4; Approx hours during trading: 2; Teach the course and if people want to set up complimentary lab sessions to learn about their specific financial plan with me as an investment advisor they can choose to do so.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-16 |
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