Inactive

Dylan Lowell Lund

Dylan Lund Financial, LLC

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Current Employers

Dylan Lund Financial, Llc

Delavan, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-10-08

WI RA
APPROVED

Since 2025-10-08

Branch Locations

Delavan, WI • United States

Delavan, WI • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	08/2016	07/2019
Uw-La Crosse	La Crosse	WI	09/2012	05/2016
Fisher Investments	Camas	WA	11/2019	07/2021
Dylan Lund Financial, Llc	Delavan	WI	09/2025	Present
Homemaking	Crandon	WI	08/2021	08/2025
Moving To Arizona	Glendale	AZ	06/2016	07/2016
Homemaking	Glendale	AZ	08/2019	10/2019
Wisconsin Money Trees Inc.	Delavan	WI	03/2026	Present

08/2016 → 07/2019

The Vanguard Group, Inc.

Scottsdale, AZ
09/2012 → 05/2016

Uw-La Crosse

La Crosse, WI
11/2019 → 07/2021

Fisher Investments

Camas, WA
09/2025 → Present

Dylan Lund Financial, Llc

Delavan, WI
08/2021 → 08/2025

Homemaking

Crandon, WI
06/2016 → 07/2016

Moving To Arizona

Glendale, AZ
08/2019 → 10/2019

Homemaking

Glendale, AZ
03/2026 → Present

Wisconsin Money Trees Inc.

Delavan, WI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-09-22

S63 Uniform Securities Agent State Law Examination

2016-09-22

Designations

View on SEC IAPD

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