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Andrea Lundberg

Advisor at Cetera

Updated today

Location

Baxter, MN 56425

Credentials

Series 66

Industry experience

9 years

About

Andrea Lundberg is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has been associated with Cetera Advisors LLC since 2017 and also operates Lemieux Wealth Strategies, LLC, where she is involved in marketing and operations. Outside of advisory roles, Lundberg participates as a committee member in a local business networking group. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through an extensive network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

8378 Brandon Road

Baxter, MN 56425

Most active in

Minnesota

Work history

Cetera

2024 - Present (2 years)

Cetera Advisors LLC

2017 - Present (9 years)

Lemieux Wealth Strategies, LLC

2013 - Present (13 years)

Cetera Advisors

2013 - 2017 (4 years)

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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