Curtis Verdell Lund

Current Employers

Employment History

• 01/2012 → 05/2017
  Wilbanks Securities,Inc.
  Oklahoma City, OK
• 01/2012 → 05/2017
  Wilbanks Securities Advisory
  Oklahoma City, OK
• 04/2017 → 12/2025
  Moloney Securities Co., Inc.
  Manchester, MO
• 04/2017 → 12/2025
  Moloney Securities Asset Management, Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Cedar Rapids, IA
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2017-05-16 → 2025-12-05
  Moloney Securities Asset Management Llc
  Farmington, NM
  Manchester, MO
  Choteau, MT
• 2012-01-18 → 2017-05-16
  Wilbanks Securities Advisory
  Oklahoma City, OK
  Farmington, NM
• 2009-01-23 → 2012-01-19
  Momentum Independent Network Inc.
  Dallas, TX
  Farmington, NM
• 2005-07-19 → 2009-01-23
  Banc Of America Investment Services, Inc.
  Farmington, NM
  Santa Fe, NM
  Farmington, NM
• 1997-11-21 → 2005-07-21
  Morgan Stanley Dw Inc.
  Farmington, NM

Other Businesses

CATERING SERVICES - CATER SERVICES OUT OF MY HOUSE (57 ROAD 5190 BLOOMFIELD, NM) FOR SMALL PARTIES AND FUNCTIONS. 5 HOURS A MONTH - ZERO DURING MARKET HOURS. LUND WEALTH MANAGEMENT - DBA - OWNER - 401 10TH AVE, NE PO BOX 88, CHOTEAU, MT 59422. USED FOR TAX PURPOSES. SECURITIES AND INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. MOSAIC ACADEMY- COUNCIL MEMBER- AZTEC, NM- MEMBER OF GOVERNING COUNCIL, RESPONSIBLE FISCAL HEALTH AND HIRINGS OF THE SCHOOL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-09
• S63 Uniform Securities Agent State Law Examination
  1995-10-26