Minnetonka, MN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lundeen Abrams Advisors, LLC
Supported
Firm-wide stats for Lundeen Abrams Advisors, LLC
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.
Based on Lundeen Abrams Advisors, LLC
Expertise
Based on Lundeen Abrams Advisors, LLC
Location
13100 Wayzata Blvd, Suite 360
Minnetonka MN 55305
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)