Richard Anthony Lundstrom

Current Employers

Employment History

• 01/1998 → 06/2024
  Securities America, Inc.
  Lee`S Summit, MO
• 07/2008 → Present
  Freedom Peak Financial, Inc.
  Overland Park, KS
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2009-01-16 → 2024-06-14
  Securities America Advisors, Inc.
  Overland Park, KS
• 1998-06-08 → 2009-01-16
  Capital Investment Management, Inc
  Lee'S Summit, MO

Other Businesses

1. SCOUTING AMERICA - TROOP 251 POSITION: Scoutmaster NATURE: Scouting America (Formally Boy Scouts of America) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 8311 93rd St., Overland Park KS 66212, United States DESCRIPTION: Scoutmaster for Troop 251 - work directly with the youth to train and guide boy leaders. Work with other responsible Adults to bring Scouting to the boys. Use the methods of Scouting to achieve the aims of Scouting. 2. FREEDOM PEAK FINANCIAL, INC. POSITION: President NATURE: INSURANCE SALES- PRESIDENT-FIXED INSURANCE-FREEDOM PEAK FINANCIAL INC-INVESTMENT RELATED-START DATE 1/1998 LOCATED AT 7007 COLLEGE BLVD SUITE 310 - OVERLAND PARK KS 66211 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1998 ADDRESS: 7007 College Boulevard, Suite 310, Overland Park KS 66211, United States DESCRIPTION: Recommend and Council on Fixed Insurance Products as Appropriate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-11
• S63 Uniform Securities Agent State Law Examination
  1990-11-19

Designations