David James Lund

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 12/2011 → 10/2016
  Hantz Financial Services
  Southfield, MI
• 11/2016 → 04/2018
  Securian Financial Services Inc
  St Paul, MN
• 11/2016 → 04/2018
  Minnesota Life Insurance Co
  St Paul, MN
• 11/2016 → 04/2018
  Wealth Strategies Financial Group
  Southfield, MI
• 04/2018 → Present
  Fisher Investments
  San Mateo, CA

Previous Registrations

• 2016-11-09 → 2018-04-19
  Securian Financial Services, Inc.
  Southfield, MI
• 2012-06-06 → 2016-10-31
  Hantz Financial Services, Inc.
  Okemos, MI
  Ann Arbor, MI
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-05-24