Megan Lund
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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 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
13 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- BellagalaSep 2022 to Aug 2023
- Minnesota State University, MankatoSep 2020 to May 2022
- Walker MethodistAug 2020 to Apr 2023
- New Perspective Senior LivingOct 2018 to Jul 2020
- Minnesota State University, MankatoAug 2018 to May 2020
- Anoka Ramsey Community CollegeAug 2015 to May 2018
- Sammy Perrella'sMay 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7718110
- Firm CRD
- 6363