Anders O Lundegard
Investment adviser representative at Capitol Private Wealth Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$562.1MFirm assets
Are you Anders O Lundegard? 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
Experience
10 years in the industry.
- Capitol Private Wealth Group LLCSep 2016 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Capitol Private Wealth Group LLC
$562.1MAssets managed
572Clients
7Advisers
9 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
- 4751714
- Firm CRD
- 283257