William Lundquist

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2022-02-02
TX	RA	APPROVED	2022-01-11

Branch Locations

30 E 7Th St, Saint Paul, MN 55101 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Saint Paul	MN	10/2018	Present
Total Quality Logistics	Minneapolis	MN	05/2017	09/2018
Winona State University	Winona	MN	08/2012	05/2017

10/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Paul, MN
05/2017 → 09/2018

Total Quality Logistics

Minneapolis, MN
08/2012 → 05/2017

Winona State University

Winona, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23