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Alexandra G. Lundgren

APOLLON WEALTH MANAGEMENT
BOISE, ID 83702
Some features on this profile are disabled
CRD#: 3103700
AL

Professional summary

Alexandra Gundrada Lundgren, AIF®, who also goes by Alexandra Gundrada Barker, Alexandra Gundrada Brennan, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Boise, Idaho.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alexandra has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexandra Gundrada Barker | Alexandra Gundrada Brennan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Gundrada Lundgren's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

November 29, 2022 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 1673 W Shoreline Drive Suite 140, Boise, ID 83702
RIA
CRD#: 291902
BOISE, ID
Past

March 30, 2016 - December 31, 2022

TREE CITY ADVISORS, LLC

RIA
CRD#: 264795
BOISE, ID
Past

February 12, 2014 - April 6, 2016

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
NAMPA, ID
Past

October 7, 2013 - April 6, 2016

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
NAMPA, ID
Past

February 1, 2008 - August 19, 2013

FINANCIAL TELESIS INC

BD
CRD#: 31012
BOISE, ID
Past

February 9, 2006 - January 31, 2008

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
BOISE, ID
Past

May 3, 2004 - October 19, 2005

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
PITTSBURGH, PA
Past

May 5, 1999 - May 3, 2004

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

September 3, 1998 - November 6, 1998

FINBAR SECURITIES CORP.

BD
CRD#: 21522
PORTLAND, OR

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".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 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
Idaho
(11/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/11/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/6/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

CRD#: 291902 / SEC#: 801-112350

RIA
Registered Investment Advisory firm - (1/22/2018 Approved)
PREMIUM
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Contact information

Main Address
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 579-0018
Established
Firm type
Fiscal year end
# of Employees
179

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts20,798
AUM (Assets Under Management)$ 7,720,756,861

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902Boise, ID 83702

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