SA
Suzanne L. Abrams
LUNDEEN ABRAMS ADVISORS
MINNETONKA, MN 55305
Some features on this profile are disabled
CRD#: 5002363
SA
Professional summary
Suzanne Lundeen Abrams, who also goes by Suzanne Lynn Abrams, Suzanne Lynn Lundeen, Suzanne Lundeen, is a registered financial advisor currently at LUNDEEN ABRAMS ADVISORS, LLC located in Minnetonka, Minnesota.
Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Suzanne has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Suzanne Lynn Abrams | Suzanne Lynn Lundeen | Suzanne Lundeen
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.
***LEGACY NAVIGATOR
POSITION: Facilitator NATURE: Facilitator of Ethical Will Writing Workshops INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2016 ADDRESS: 13100 Wayzata Blvd, Ste 120, Minnetonka MN 55305 DESCRIPTION: Running legacy letter / Ethical will writing workshops.
***ARBOR POINT ADVISORS
POSITION: Investment Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 03/15/2018 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68128 DESCRIPTION: Investment Advisory business.
***MINNESOTA SINFONIA BOARD OF DIRECTORS
POSITION: Member of the Board of Directors NATURE: Minnesota Sinfonia Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2019 ADDRESS: 901 North Third Street, Suite 112, Minneapolis MN 55401 DESCRIPTION: Attending Board Meetings monthly. Attending Concerts and other Sinfonia Events. Promoting the Sinfonia in the community.
***BALLER MOVES FOR WOMEN ENTREPRENEURS
POSITION: I am the host of an event. NATURE: "Baller Moves for Women Entrepreneurs" -A conversation with a visiting guest speaker. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/30/2019 ADDRESS: 13100 Wayzata Blvd., Suite 120, Minnetonka MN 55305 DESCRIPTION: I will have a few women attending an event at my office with a special guest speaker. The subject matter is focused on women entrepreneurs and how they can grow their businesses by making strategic moves. I am asking for an admission price to cover the marketing costs.
***FILM RESIDUALS
POSITION: recipient of residuals NATURE: TWENTIETH CENTURY FOX FILM - QUARTERLY RESIDUALS FROM A FILM IN 1996 - LOCATED AT 10201 WEST PICO BLVD LOS ANGELES CA 90035 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 13000 WOODBRIDGE TRL, HOPKINS MN 55305 DESCRIPTION: None.
***LUNDEEN ABRAMS ADVISORS
POSITION: Insurance Agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2005 ADDRESS: 13100 Wayzata Blvd, Suite 120, Minnetonka MN 55305 DESCRIPTION: In the process of financial planning for clients, insurance gaps lead us to discuss various needs for coverage. Depending on the need, I research options for the client and show them their options.
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Lundeen Abrams'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
October 29, 2020 - Present
LUNDEEN ABRAMS ADVISORS, LLC
Office #1: 13100 Wayzata Blvd Suite 360, Minnetonka, MN 55305RIA
CRD#: 310589
MINNETONKA, MN
Past
October 29, 2020 - December 31, 2020
LUNDEEN ABRAMS ADVISORS, LLC
RIA
CRD#: 310589
Minnetonka, MN
Past
March 15, 2018 - November 16, 2020
ARBOR POINT ADVISORS
RIA
CRD#: 165127
MINNETONKA, MN
Past
March 25, 2014 - March 21, 2018
UNITED ADVISORS
RIA
CRD#: 133668
MINNETONKA, MN
Past
March 24, 2014 - November 16, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Minnetonka, MN
Past
December 9, 2013 - March 21, 2014
BERGANKDV WEALTH MANAGEMENT, LLC
RIA
CRD#: 143038
BLOOMINGTON, MN
Past
March 20, 2013 - April 1, 2014
VALMARK SECURITIES, INC.
BD
CRD#: 31243
BLOOMINGTON, MN
Past
January 3, 2011 - April 15, 2013
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HOPKINS, MN
Past
December 18, 2008 - April 15, 2013
SECURITIES AMERICA, INC.
BD
CRD#: 10205
HOPKINS, MN
Past
November 18, 2005 - December 22, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
HOPKINS, MN
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
Colorado(1/2/2024)
IAR
Minnesota(10/29/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LUNDEEN ABRAMS ADVISORS, LLC
LUNDEEN ABRAMS ADVISORS, LLC
CRD#: 310589 / SEC#:
Colorado
Registered Investment Advisory firm - (1/2/2024 Approved)Minnesota
Registered Investment Advisory firm - (1/14/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13100 Wayzata Blvd Suite 360, Minnetonka, MN 55305
Mailing Address
Phone number
(952) 933-8489
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 18,938,990 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
