Lundervold Financial

Lundervold Financial We help clients and their families work toward their retirement dreams through comprehensive planning Our firm is not affiliated with or endorsed by the U.S.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM and Lundervold Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should c

onsult with a qualified professional for guidance before making any purchasing decisions. 1709161 - 03/23

09/04/2026

Enjoy the fruits of your labor by kicking back this long weekend. You deserve it!

Thank you to all of our amazing clients who joined us on the Majestic Star and made the day so special. We are truly gra...
08/25/2026

Thank you to all of our amazing clients who joined us on the Majestic Star and made the day so special. We are truly grateful for your trust, friendship, and continued support. It was the perfect day on the beautiful St. Croix River! 🛥️☀️🥂🌊 💕

07/14/2026

The second quarter brought increased geopolitical tension, rising inflation and a new Fed chair — yet markets climbed to record highs. Here's what drove the second quarter and what investors should watch heading into Q3:

Fireworks, Family and Fun!We hope you have a sparkling time celebrating our nation's 250th Birthday!
07/04/2026

Fireworks, Family and Fun!
We hope you have a sparkling time celebrating our nation's 250th Birthday!

07/02/2026

Trying to time the market is like chasing fish across the lake. A diversified asset allocation is your sturdy boat, helping you stay balanced while you wait for the right catch. Get our report, "Why Asset Allocation May Matter More Than Market Timing," and start fishing like a pro. Download now.

06/25/2026

Market volatility is like a distracted puppy chasing squirrels. A disciplined asset allocation plan helps keep your portfolio focused, steady and aligned with your long-term financial goals. Get our report, "Why Asset Allocation May Matter More Than Market Timing" and keep your portfolio on track. D...

06/18/2026

Impulsive market timing is a lot like a bad tattoo: it can feel smart in the moment, then sting later. Our report shows how a steady asset allocation plan can help you avoid lasting regret. Download our report.

⚾️ What an unforgettable night at the ballpark!Lundervold Financial had the pleasure of hosting our amazing clients as w...
06/18/2026

⚾️ What an unforgettable night at the ballpark!

Lundervold Financial had the pleasure of hosting our amazing clients as we watched the St. Paul Saints make history with a franchise-record 21-2 victory over the Omaha Storm Chasers! 🎉

The incredible game was made even more memorable with a private visit from everyone’s favorite mascot, Mudonna, bringing plenty of laughs, photos, and fun to an already spectacular evening.

Thank you to our wonderful clients for joining us. We truly value the opportunity to create experiences and memories together—both on and off the field. Here’s to great baseball, great company, and another fantastic night with the Lundervold Financial family! ⚾💙

06/11/2026

Markets in a tizzy? Don't grab your ruby slippers just yet! Trying to outrun a tornado only lands you in Oz. With a solid asset allocation, your finances can stay settled and dry. No flying cows required. Download our report now.

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten. We at Lundervold Financial wish you and your family a meaningful Memorial Day.

Address

8665 Hudson Boulevard North, Suite 110
Lake Elmo, MN
55042

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16512091906

Website

Alerts

Be the first to know and let us send you an email when Lundervold Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category