Abigail Courtney Lundquist

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2015 → 12/2019
  Thousand Lakes Fitness Llc
  Forest Lake, MN
• 08/2018 → 03/2024
  Five Star Financial Resources
  Forest Lake, MN
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Forest Lake, MN
• 09/2023 → 03/2024
  Osaic Wealth, Inc.
  Forest Lake, MN
• 04/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 04/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX

Previous Registrations

• 2023-09-01 → 2024-02-14
  Osaic Wealth, Inc.
  Forest Lake, MN
• 2023-07-20 → 2023-09-01
  Osaic Services, Inc.
  Forest Lake, MN

Other Businesses

1. NAME OF OTHER BUSINESS: ACEAGEN PHOTOGRAPHY; INVESTMENT RELATED: NO; ADDRESS: FOREST LAKE, MN 55025; NATURE OF BUSINESS: WEDDING & PERSONAL PHOTOGRAPHY; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: OWNER / PHOTOGRAPHER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: WEDDING & PERSONAL PHOTOGRAPHY;

Exams

• S66 Uniform Combined State Law Examination
  2023-07-17

Other Names

• Abigail Courtney Eagen