Suzanne Lundeen Abrams

Current Employers

Employment History

• 03/2014 → Present
  Securities America, Inc.
  Minnetonka, MN
• 03/2018 → Present
  Arbor Point Advisors
  Minnetonka, MN
• 03/2014 → 03/2018
  United Advisors
  Minnetonka, MN
• 08/2020 → Present
  Lundeen Abrams Advisors, Llc
  Minnetonka, MN

Previous Registrations

• 2020-10-29 → 2020-12-31
  Lundeen Abrams Advisors, Llc
  Minnetonka, MN
• 2018-03-15 → 2020-11-16
  Arbor Point Advisors
  Minnetonka, MN
• 2014-03-25 → 2018-03-21
  United Advisors
  Hopkins, MN
  Minnetonka, MN
• 2013-12-09 → 2014-03-21
  Bergankdv Wealth Management, Llc
  Bloomington, MN
  Bloomington, MN
• 2011-01-03 → 2013-04-15
  Securities America Advisors, Inc.
  Hopkins, MN

Other Businesses

***LEGACY NAVIGATOR POSITION: Facilitator NATURE: Facilitator of Ethical Will Writing Workshops INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2016 ADDRESS: 13100 Wayzata Blvd, Ste 120, Minnetonka MN 55305 DESCRIPTION: Running legacy letter / Ethical will writing workshops. ***ARBOR POINT ADVISORS POSITION: Investment Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 03/15/2018 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68128 DESCRIPTION: Investment Advisory business. ***MINNESOTA SINFONIA BOARD OF DIRECTORS POSITION: Member of the Board of Directors NATURE: Minnesota Sinfonia Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2019 ADDRESS: 901 North Third Street, Suite 112, Minneapolis MN 55401 DESCRIPTION: Attending Board Meetings monthly. Attending Concerts and other Sinfonia Events. Promoting the Sinfonia in the community. ***BALLER MOVES FOR WOMEN ENTREPRENEURS POSITION: I am the host of an event. NATURE: "Baller Moves for Women Entrepreneurs" -A conversation with a visiting guest speaker. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/30/2019 ADDRESS: 13100 Wayzata Blvd., Suite 120, Minnetonka MN 55305 DESCRIPTION: I will have a few women attending an event at my office with a special guest speaker. The subject matter is focused on women entrepreneurs and how they can grow their businesses by making strategic moves. I am asking for an admission price to cover the marketing costs. ***FILM RESIDUALS POSITION: recipient of residuals NATURE: TWENTIETH CENTURY FOX FILM - QUARTERLY RESIDUALS FROM A FILM IN 1996 - LOCATED AT 10201 WEST PICO BLVD LOS ANGELES CA 90035 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 13000 WOODBRIDGE TRL, HOPKINS MN 55305 DESCRIPTION: None. ***LUNDEEN ABRAMS ADVISORS POSITION: Insurance Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2005 ADDRESS: 13100 Wayzata Blvd, Suite 120, Minnetonka MN 55305 DESCRIPTION: In the process of financial planning for clients, insurance gaps lead us to discuss various needs for coverage. Depending on the need, I research options for the client and show them their options.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-01

Other Names

• Suzanne Lundeen
• Suzanne Lynn Lundeen
• Suzanne Lynn Abrams