Christopher Anthony Lund
Investment adviser representative at Cwm, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Christopher Anthony Lund? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Cwm, LLCApr 2019 to now
- Lund Wealth ManagementApr 2019 to now
- Cetera Wealth Services, LLCApr 2019 to Jun 2025
- DentaquestSep 2016 to Oct 2024
- Lincoln InvestmentJun 2012 to Apr 2019
- Capital Analysts IncNov 2005 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2195117
- Firm CRD
- 155344