Christopher Anthony Lund

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

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

Current Employers

Employment History

• 11/2005 → 04/2019
  Capital Analysts Inc
  Radnor, PA
• 06/2012 → 04/2019
  Lincoln Investment
  Plainville, MA
• 04/2019 → Present
  Cwm, Llc
  Omaha, NE
• 04/2019 → 06/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2016 → 10/2024
  Dentaquest
  Westboro, MA
• 04/2019 → Present
  Lund Wealth Management
  Plainville, MA

Previous Registrations

• 2012-06-04 → 2019-04-25
  Capital Analysts
  Plainville, MA
• 2012-06-01 → 2013-12-31
  Lincoln Investment
  Plainville, MA
• 2006-09-18 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cincinnati, OH
  Quincy, MA
  Plainville, MA
• 2003-06-13 → 2005-11-16
  Commonwealth Financial Network
  Bedford, MA
• 2003-11-06 → 2004-12-31
  Alliance Financial Services, Inc.
  Bedford, MA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2018 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE NAME OF OTHER BUSINESS: PUBLIC SPEAKING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PUBLIC SPEAKING START DATE: 9/06 POSITION/TITLE/RELATIONSHIP: PUBLIC SPEAKING APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PUBLIC SPEAKING NAME OF OTHER BUSINESS: KINGS PINES HOA ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 128 BURKE HOLLOW DRIVE #121 KILLINGTON,VT 05751 NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGING HOA CHECK BOOK, PAYING VENDORS, COLLECT OWNERS MONTHLY FEES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-05
• S63 Uniform Securities Agent State Law Examination
  1992-02-14

Designations

• Certified Financial Planner

Other Names

• Christopher Lund