Alexandra Gundrada Lundgren

Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2013 → 12/2016
  American United Life
  Boise, ID
• 03/2016 → Present
  Tree City Advisors, Llc
  Boise, ID
• 11/2022 → Present
  Apollon Wealth Management, Llc
  Boise, ID

Previous Registrations

• 2016-03-30 → 2022-12-31
  Tree City Advisors, Llc
  Boise, ID
• 2014-02-12 → 2016-04-06
  Oneamerica Securities, Inc.
  Nampa, ID

Other Businesses

1) Desert Gardens Essential Oils; Non-Investment Related; 857 Bighorn Dr, , Twin Falls, ID. 83301; Sale of essential oils; part owner; start 05/2018; less than 1 hour per week; Health and beauty products. 2) Show Up Girl; Non-Investment Related; started in 07/2018; 672 W Sullivan St, , Boise, ID. 83706; Self Development; Owner; 04/2021; Appx 1 Hrs/Mnth. 3) Alexandra Lundgren is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-06
• S66 Uniform Combined State Law Examination
  1999-10-11

Other Names

• Alexandra Gundrada Barker
• Alexandra Gundrada Brennan