Inactive

Lance David Lundgren

Wt Wealth Management, LLC

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Current Employers

Wt Wealth Management, Llc

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-07-21

AZ RA
APPROVED

Since 2026-07-21

Branch Locations

813 N Beaver Street, Flagstaff, AZ 86001 • United States

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • 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
Wt Wealth Management	Scottsdale	AZ	04/2026	Present
National Bank Of Arizona	Flagstaff	AZ	08/2024	04/2026
Single Track Bikes	Flagstaff	AZ	08/2023	05/2024
Northern Arizona University	Flagstaff	AZ	08/2021	05/2024
Exhale Bikes Inc	Phoenix	AZ	04/2019	08/2024
Sunrise Mountain High School	Peoriz	AZ	08/2017	05/2021
Frontier Elementary School	Peoria	AZ	08/2008	06/2017

04/2026 → Present

Wt Wealth Management

Scottsdale, AZ
08/2024 → 04/2026

National Bank Of Arizona

Flagstaff, AZ
08/2023 → 05/2024

Single Track Bikes

Flagstaff, AZ
08/2021 → 05/2024

Northern Arizona University

Flagstaff, AZ
04/2019 → 08/2024

Exhale Bikes Inc

Phoenix, AZ
08/2017 → 05/2021

Sunrise Mountain High School

Peoriz, AZ
08/2008 → 06/2017

Frontier Elementary School

Peoria, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-21

S65 Uniform Investment Adviser Law Examination

2026-07-21

View on SEC IAPD

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