Lundeen Abrams Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individual and high‑net‑worth clients, providing ongoing portfolio management and standalone financial planning. It manages approximately $21 million across a small client base and can implement strategies both directly and by placing assets on a managed‑account platform.
Investment advice is delivered through client‑specific Investment Policy Statements and includes both passive and active styles, with the firm favoring ETFs and offering long‑ and short‑term trading informed by cyclical and quantitative analysis. The firm typically operates with discretionary authority, conducts periodic account reviews, and can allocate client assets to third‑party managers via an Envestnet platform.
What distinguishes the firm from many peers is that its advisors are also licensed insurance agents and may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also requires clients to custody assets at a specified institutional custodian and offers ancillary services — such as ethical‑will workshops and separate consulting work by a firm representative — that extend beyond typical advisory activities.
Client services
Expertise
Fee options
Financial planning fixed fees between $1,000 and $5,000
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And Up: 0.55%
Account minimum: $100,000 (may be waived)
Main office
See office13100 Wayzata Blvd, Suite 360
Minnetonka MN 55305
Advisors at this office
1
Offices (2)
Most active in
Colorado · Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ally C
Series 66
Lakewood, CO
Lundeen Abrams Advisors, LLC
Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.
Suzanne A
Series 66
Minnetonka, MN
Lundeen Abrams Advisors, LLC
Suzanne Abrams is a financial advisor at Lundeen Abrams Advisors, LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America, Inc. In addition to her advisory role, she facilitates ethical will writing workshops and serves on the board of the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both passive and active investment strategies involving ETFs and quantitative analysis. The firm operates primarily with discretionary authority and distinguishes itself by also offering commissionable insurance products and ancillary services such as ethical-will workshops.
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