Christopher B. Lundmark
INDEPENDENCE SQUARE HOLDINGS | Financial Advisor
King Of Prussia, PA 19406
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CRD#: 3022544
Professional summary
Christopher Bartley Lundmark, who also goes by Christopher Lundmark, is a registered financial advisor currently at INDEPENDENCE SQUARE HOLDINGS, LLC located in King Of Prussia, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Business Retirement Plans
Intergenerational Planning
Investment Management
Are you a "fiduciary"?
Yes
Aliases
Christopher Lundmark
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Ownership; Hunting Cabin; Armagh Township Mifflin County, Milroy, PA, 17063; Investment-Related, No; 12/02/2020; 0 hours per month; 0 during trading hours. Insurance: Various Insurance brokers. 150 South Warner Rd. Suite 300, King of Prussia, PA 19406; Investment Related, Yes; 07/2024; 160 per month; 160 during trading hours. Independence Square Advisors: DBA Name; 150 South Warner Rd. Suite 300 King of Prussia, PA 19406; Investment Related, Yes; Investment Adviser Representative; 07/2024 160 per month; 160 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Bartley Lundmark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 6, 2024 - Present
INDEPENDENCE SQUARE HOLDINGS, LLC
Office #1: 150 South Warner Road Suite 300, King Of Prussia, PA 19406RIA
CRD#: 300139
King Of Prussia, PA
Past
February 1, 2019 - June 24, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CONSHOHOCKEN, PA
Past
February 1, 2019 - June 24, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CONSHOHOCKEN, PA
Past
January 29, 2010 - February 5, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CONSHOHOCKEN, PA
Past
February 6, 2009 - February 5, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CONSHOHOCKEN, PA
Past
February 21, 2006 - February 26, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BERWYN, PA
Past
June 1, 2001 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
July 28, 1998 - June 4, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 South Warner Road Suite 300, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 520-1500
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 1,488,010,409 |
Red Flags
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Company Information
INDEPENDENCE SQUARE HOLDINGS, LLC
Financial AdvisorCRD#: 300139King Of Prussia, PA 19406TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
