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Andrea Lemieux Lundberg

Advisor at Cetera — Baxter, MN Brandon Road

Updated today

Credentials

Series 66

Experience

9 years

Location

Baxter, MN 56425

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Andrea Lundberg is a financial advisor with Cetera and holds a Series 66 designation. She has nine years of industry experience and has been affiliated with Cetera Advisors LLC since 2017 and Lemieux Wealth Strategies, LLC since 2013. Outside of her advisory work, she serves as a committee member of a local business networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Baxter, MN Brandon Road

8378 Brandon Road

Baxter MN 56425

Advisors at this office

1

Most active in

Minnesota

Work history

9 years of industry experience

Cetera

2024 - Present • 2 years

Schaumburg, IL

Cetera Advisors LLC

2017 - Present • 9 years

Minneapolis, MN

Lemieux Wealth Strategies, LLC

2013 - Present • 13 years

Baxter, MN

Cetera Advisors

2013 - 2017 • 4 years

Minneapolis, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

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Noah G

Series 65, Series 63

Crosby, MN

EFS Advisors

Noah Gindorff is a financial advisor at EFS Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual. Outside of his advisory role, he serves as a sideline analyst for NDSU Football radio broadcasts. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology, including proprietary household-aggregation software and AI tools, to support advisor judgment.

Options & derivatives strategies Educators, Teachers, and Academics
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Stanley N

Series 63

Crosby, MN

EFS Advisors

Stanley Nagorski is a financial advisor at EFS Advisors with 19 years of industry experience. He holds a Series 63 designation and has been with Advanced Advisor Group, LLC since 2007. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios, conducts quarterly fund performance reviews, and supplements advisor judgment with proprietary technology and AI tools.

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Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012, while also maintaining a longstanding affiliation with Bruce Johnson & Associates since 1991. Outside of his advisory roles, he is involved in a CPA affiliate program and acts as a solicitor for Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Retired Founder/Business Owner
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Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and operating his own advisory business, Brian Derosier and Associates, Inc., since 2003. Additionally, he serves as a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Retired Founder/Business Owner
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