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Advisor at LUNDEEN ABRAMS ADVISORS, LLC
MINNETONKA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LUNDEEN ABRAMS ADVISORS, LLC | State registered | Jan 1, 2026 | n/a | yes | MINNETONKA, MN | Current employment |
| LUNDEEN ABRAMS ADVISORS, LLC | State registered | Oct 29, 2020 | Dec 31, 2020 | no | Minnetonka, MN | Previous registration |
| ARBOR POINT ADVISORS | Former SEC adviser | Mar 15, 2018 | Nov 16, 2020 | no | MINNETONKA, MN | Previous registration |
| UNITED ADVISORS | Former SEC adviser | Mar 25, 2014 | Mar 21, 2018 | no | HOPKINS, MN|MINNETONKA, MN | Previous registration |
| BERGANKDV WEALTH MANAGEMENT, LLC | Former SEC adviser | Dec 9, 2013 | Mar 21, 2014 | no | BLOOMINGTON, MN|BLOOMINGTON, MN | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Jan 3, 2011 | Apr 15, 2013 | no | HOPKINS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARBOR POINT ADVISORS | LUNDEEN ABRAMS ADVISORS, LLC | Nov 16, 2020 | Oct 29, 2020 | -18 | Firm change | Ibd to state RIA |
| UNITED ADVISORS | ARBOR POINT ADVISORS | Mar 21, 2018 | Mar 15, 2018 | -6 | Firm change | Other |
| BERGANKDV WEALTH MANAGEMENT, LLC | UNITED ADVISORS | Mar 21, 2014 | Mar 25, 2014 | 4 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | BERGANKDV WEALTH MANAGEMENT, LLC | Apr 15, 2013 | Dec 9, 2013 | 238 | Firm change | Other |