Paul Lundeen is a registered investment advisor at Arkenstone Financial, LLC, based in Monument, CO, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 141 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkenstone Financial manages investments through wrap fee programs. See the Wrap Fee Program Brochure for details.
Location
19210 Sixpenny Lane, Suite 100, Monument, CO, 80132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is the chairman of real estate holdings for Alpine Freedom, LLC, spending a few hours per week on this non-investment related activity. He also serves in the Colorado Senate and is involved with Luncom LLC, a communications and messaging consulting company, dedicating a few hours per week.
Employment History
Current Registrations
Arkenstone Financial, LLC
Previous Registrations
Securities America Advisors, INC.
Brookstreet Capital Management
State Registrations3 states
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