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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| CA | RA | APPROVED | 2015-12-02 |
Branch Locations
43460 Ridge Park Drive Suite 200-K, Temecula, CA 92590 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lund Financial Insurance Services | San Diego | CA | 07/2004 | Present |
| Creativeone Securities, Llc Formerly Client One Securities, Llc | Overland Park | KS | 10/2015 | Present |
1.) Lund Financial Management- Sales and service of fixed and fixed indexed annuities and fixed and fixed indexed life insurance. Solicitation, sales and service of fixed insurance products.Approx 60 hours per month. 2.) Team Koral Reef; not investment-related; 39520 Murrieta Hot Springs Rd Box 219-64 Murrieta, CA 92563; Educational Non-Profit for freshwater swimmers; Board Member; 11/2023; 3 hrs/mo; 0 hrs/mo; providing input 3.) Lund Financial Tax Deferral; investment related; 43460 Ridge Park Drive Suite 200-K Temecula, CA 92590; Investment recommendations focused on tax deferred investing; Wealth Management Consultant; Lund Financial Management; 06/2024; 20 hrs/mo; 10 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-29 |
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