Gabriella Ingrid Lundqvist

Employer firm

Golden State Wealth Management, LLC CRD 167995

$2.22B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 07/2017
  Edward Jones
  St Louis, MO
• 08/2017 → Present
  Lpl Financial, Llc
  El Dorado Hills, CA
• 08/2017 → Present
  Golden State Wealth Management, Llc
  El Dorado Hills, CA

Previous Registrations

• 2007-10-23 → 2017-08-22
  Edward Jones
  Pollock Pines, CA
  Granite Bay, CA
  St Louis, MO

Other Businesses

1) 8/21/17 - LUNDQVIST WEALTH STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ El Dorado Hills CA 2) 8/22/17-GOLDEN STATE WEALTH MANAGEMENT, LLC-inv rel- At rep bus loc(s)-Registered Investment Advisor DBA-start 8/14/17-Hrs per month 160-I provide investment advisory services through Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in August 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV... 3) 8/22/17-GOLDEN STATE WEALTH MANAGEMENT. LLC--inv rel- At rep bus loc(s)-Registered Investment Advisor Hybrid-IAR-start 8/14/17-Hrs per mth 160/ hos during trading 8- I provide investment advisory services through Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in August 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV... 4) 1/26/22 - Golden State Asset Management, LLC ' DE - Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor DBA - Started 12/21/21 - Time Spent 2% - I provide investment advisory services through Golden State Asset Management, LLC `DE, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV.. 5) 9/26/23- Lundqvist Wealth Strategies- Registered Investment Advisor DBA- IAR- Inv Rel- At Rep Bus Loc(s)- Start Date 9/1/23- 40 Hrs Per Mth/ During Trading - I provide investment advisory services thru Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV.. 6) 5/7/24- Envision Wealth Strategies- Registered Investment Advisor DBA- IAR- Inv Rel- At Rep Bus Loc(s)- Start Date 5/2/24- 120 Hrs Per Mth/ During Trading - I provide investment advisory services thru Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV.. 8) 5/10/24- Envision Wealth Strategies- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Bus Loc(s) - Start Date 5/2/24 - 120 Hrs Per Mth/ During Trading 9) 5/10/24- Envision Wealth Strategies- Business Entity For Tax/Investment Purposes Only- Not INV REL- At Reported Business Location(s)- Start 5/2/2024- 1 Hr a Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-10-12

Other Names

• Gabriella I Lundqvist