Ryan Allan Lundervold
Investment adviser representative at Ae Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Ryan Allan Lundervold? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- The Prepare InstituteJan 2026 to now
- Ae Wealth Management, LLCJul 2017 to now
- Lundervold Financial, LLCJan 2006 to now
- Gradient Advisors, LLCAug 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 4548206
- Firm CRD
- 282580