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Sarah C Lundgren

Ameriprise Financial Services, LLC

Watkinsville, GA

Athens, GA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-08-23
  • GA RA
    APPROVED
    Since 2019-08-23

Branch Locations

1551 Jennings Mill Rd Ste 1000-B, Watkinsville, GA 30677-7257 • United States

Athens, GA • 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
Ameriprise Financial Services, Inc Opelika AL 03/2017 03/2020
Unemployed Auburn AL 02/2017 03/2017
Monumental Management Inc Opelika AL 09/2016 01/2017
Brunswick News Publishing Co. Brunswick GA 07/2015 09/2016
Ameriprise Financial Services, Llc Watkinsville GA 03/2020 Present
  • 03/2017 → 03/2020
    Ameriprise Financial Services, Inc
    Opelika, AL
  • 02/2017 → 03/2017
    Unemployed
    Auburn, AL
  • 09/2016 → 01/2017
    Monumental Management Inc
    Opelika, AL
  • 07/2015 → 09/2016
    Brunswick News Publishing Co.
    Brunswick, GA
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Watkinsville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-17
  • S66 Uniform Combined State Law Examination
    2019-08-17
Other Names
  • Sarah Lundgren
  • Sarah Cortney Lundgren

View on SEC IAPD

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CLAYTON ADAM FRESK
MARIE ELIZABETH KELLEY
WILLIAM KERR MCGOWAN
JASON A HEWELL
TYLER BORDERS BREWTON
DONALD STEPHEN MASON

Other Offices

STADION MONEY MANAGEMENT, LLC · WATKINSVILLE, GA
LPL FINANCIAL LLC · WATKINSVILLE, GA
SYNOVUS SECURITIES, INC. · WATKINSVILLE, GA
EDWARD JONES · WATKINSVILLE, GA
OGLESBY WEALTH STRATEGIES, LLC · WATKINSVILLE, GA
ELEVATE WEALTH ADVISORY, INC. · ATHENS, GA
RAYMOND JAMES & ASSOCIATES, INC. · Athens, GA
SOUND INCOME STRATEGIES, LLC · Watkinsville, GA

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