John Lund
John Lund is a CFP-designated registered investment advisor at RIA Advisory Group, LLC, based in Des Moines, IA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
500 SW 7th Street, Suite 204, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (2)
Regulatory
April 2022Employment Separation After Allegations
June 2021Other Business ActivitiesSells Insurance
John works as a Financial Professional for BankFirst Wealth Management full-time since 2015. He also holds several volunteer treasurer and board positions, and has been licensed to sell insurance products since May 2024, dedicating minimal time to it.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Garnett Investment Strategies
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.