Mark Keller Lund

Employer firm

Stonecreek Wealth Advisors CRD 155300

$79.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Stonecreek Wealth Advisors
  Draper, UT

Previous Registrations

• 2002-05-03 → 2010-11-02
  Spc
  South Jordan, UT
  Draper, UT

Other Businesses

STONE CREEK WEALTH ADVISORS FORMERLY MARK LUND INVESTMENTS: I SELL TERM INSURANCE, UNIV LIFE, HEALTH, AND FIXED ANNUITIES. FINANCIAL EDUCATORS OF UTAH: PRESIDENT; FINANCIAL EDUCATION FOR EMPLOYEES OF BUSINESSES, MEMBERS OF GROUPS OR ASSOCIATIONS, ECT. I STARTED WITH THE COMPANY IN MID YEAR OF 1999. I PUT IN MAYBE 1-2 HOURS A YEAR. MY POSITION IS A SALES REPRESENTATIVE. EVERBANK REPRESENTATIVE

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-04
• S63 Uniform Securities Agent State Law Examination
  1999-03-27