Patrick Klein Lundergan
Investment adviser representative at Albion Financial Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Albion Financial GroupJul 2019 to now
- AXA Advisors, LLCAug 2018 to Jul 2019
- UnemployedFeb 2018 to Aug 2018
- GetgoodMar 2017 to Nov 2017
- Fidelity InvestmentsApr 2012 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Albion Financial Group
Legal name: Albion Management Group
$2BAssets managed
737Clients
17Advisers
43 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
- 6058604
- Firm CRD
- 105957