John T Lund
Investment adviser representative at Ria Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$568.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ria Advisory Group, LLCJun 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Feb 2023 to Jun 2025
- Bfc Planning, Inc.Feb 2023 to Jun 2025
- Garnett Investment StrategiesSep 2022 to Feb 2023
- LPL Financial LLCFeb 2020 to Jul 2021
- Securities America AdvisorsAug 2015 to Feb 2020
- Bankfirst Wealth ManagementJun 2015 to Jun 2025
- Securities America IncJun 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (SD).
Ria Advisory Group, LLC
$568.4MAssets managed
1,996Clients
21Advisers
6 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
- 6504480
- Firm CRD
- 152566