AL
Anders O. Lundegard
CAPITOL PRIVATE WEALTH GROUP LLC
VIENNA, VA 22182
Some features on this profile are disabled
CRD#: 4751714
AL
Professional summary
Anders O Lundegard, CFP®, ChFC®, who also goes by Anders Olof Lundegard, is a registered financial advisor currently at CAPITOL PRIVATE WEALTH GROUP LLC located in Vienna, Virginia.
Anders is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anders has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anders Olof Lundegard
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.
1) Self employed musician; 2) Lundegard LLC - Tax Preparation Services and LLC for business expenses - Owner - 81833 Leesburg Pike, Suite 780, Vienna, VA - Started 2019 - non-investment related - 5 hours a month during non-trading hours 3) Lundegard Properties LLC - Rental Real Estate Investments- Owner - 13 Sunset Dr., Alexandria, VA - Started in 2020 - approximately 1 hour a month during non-trading hours 4) Duke Patrick Properties LLC - Rental Real Estate Investments - Owner - 1001 Duke St., Alexandria, VA - Started in 2021 - approximately 1 hour a month during non-trading hours 5) La Plata Properties LLC, Rental Real Estate Investments - Owner - 109 St. Mary's Ave., La Plata, MD - Started in 2021 - approximately 1 hour a month during non-trading hours 6) Bel Alton Properties LLC - Rental Real Estate - Owner - 9635 Bel Alton Newtown Rd., Bel Alton, MD - Started 2021, approximately 1 hour a month during non-trading hours 7) The Swedish Jazz - Founder and Performing Musician - Concerts 2653 Park Tower Drive, Vienna, VA - Started in 2009 - - non-investment related - 10 hours a month during non-trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Anders O Lundegard'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®
CFP®
Start date: 2008
Experience
Current
September 14, 2016 - Present
CAPITOL PRIVATE WEALTH GROUP LLC
Office #1: 8150 Leesburg Pike Suite 630, Vienna, VA 22182RIA
CRD#: 283257
VIENNA, VA
Past
March 25, 2004 - September 14, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Vienna, VA
Past
March 25, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 25, 2004 - September 14, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Vienna, VA
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".
CP
CAPITOL PRIVATE WEALTH GROUP LLC
CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC
CRD#: 283257 / SEC#: 801-111009
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)District of Columbia
Registered Investment Advisory firm - (12/8/2017 Terminated)Virginia
Registered Investment Advisory firm - (12/11/2017 Terminated)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
Virginia(9/14/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CAPITOL PRIVATE WEALTH GROUP LLC
CAPITOL PRIVATE WEALTH GROUP LLC | TYSONS WEALTH GROUP LLC | DALIMONTE AND ASSOCIATES LLC
CRD#: 283257 / SEC#: 801-111009
RIA
Registered Investment Advisory firm - (8/17/2017 Approved)District of Columbia
Registered Investment Advisory firm - (12/8/2017 Terminated)Virginia
Registered Investment Advisory firm - (12/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8150 Leesburg Pike Suite 630, Vienna, VA 22182
Mailing Address
Phone number
(703) 226-0008
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,696 |
| AUM (Assets Under Management) | $ 450,705,752 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
