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Brett Kubesh Lundgren

Capital Client Group, Inc.

Carmel, IN

San Antonio, TX

San Antonio, TX

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-06-17
  • TX RA
    APPROVED
    Since 2013-06-17

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Funds San Antonio TX 12/2013 05/2026
American Funds San Antonio TX 04/2019 04/2020
American Funds San Antonio TX 04/2020 05/2026
Capital Group/Capital Group Retirement Plan Services. San Antonio TX 05/2026 Present
  • 12/2013 → 05/2026
    American Funds
    San Antonio, TX
  • 04/2019 → 04/2020
    American Funds
    San Antonio, TX
  • 04/2020 → 05/2026
    American Funds
    San Antonio, TX
  • 05/2026 → Present
    Capital Group/Capital Group Retirement Plan Services.
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-17
S63 Uniform Securities Agent State Law Examination 2012-01-20
  • S65 Uniform Investment Adviser Law Examination
    2013-06-17
  • S63 Uniform Securities Agent State Law Examination
    2012-01-20

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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