A complete list of active advisors currently associated with Lundeen Abrams Advisors, LLC
Warmer can help you find a great advisor at Lundeen Abrams Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lundeen Abrams Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Minnetonka, MN
| 20
| |
Lakewood, CO
| 6
|
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