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Ryan Lundeen, Cfp®, Cima® Email & Phone Number

Advisory Solutions Consultant at Baird
Location: Milwaukee, Wisconsin, United States 9 work roles 1 school
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Current company
Baird
Role
Advisory Solutions Consultant
Location
Milwaukee, Wisconsin, United States
Company size
27 employees

Who is Ryan Lundeen, Cfp®, Cima®? Overview

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Quick answer

Ryan Lundeen, Cfp®, Cima® is listed as Advisory Solutions Consultant at Baird, a with 27 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Ryan Lundeen, Cfp®, Cima®.

Ryan Lundeen, Cfp®, Cima® previously worked as Wealth Advisor at Ellenbecker Investment Group and Wealth Manager at Annex Wealth Management. Ryan Lundeen, Cfp®, Cima® holds Bachelors Of Science, Psychology from University Of Wisconsin-Oshkosh.

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Email format at Baird

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Baird

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Profile bio

About Ryan Lundeen, Cfp®, Cima®

Contact me at ryan.lundeen@ellenbecker.com or through phone at (262) 691-3200.As a Wealth Advisor, I am committed to assisting clients to understand their full financial picture through proactive listening and dialogue. Understanding your specific financial plan can provide confidence in the uncertainties of life. I focus on education and understanding in the ever-changing financial environment to develop strategies for individuals and their families. https://www.ellenbecker.com/our-team

Listed skills include Banking, International Trade, Accounting, Economics, and 15 others.

Current workplace

Ryan Lundeen, Cfp®, Cima®'s current company

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Baird
Baird
Advisory Solutions Consultant
Waukesha, WI, US
Website
ellenbecker.com
Employees
27
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Company profile
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9 roles · 18 years

Ryan Lundeen, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Advisory Solutions Consultant

Baird

Waukesha, Wi, Us

Financial Services

Oct 2020 - Mar 2021

Private Client Banker

Jp Morgan Chase Bank N.A.

Milwaukee, Wi

Feb 2017 - Mar 2021

Relationship Banker

Jp Morgan Chase Bank N.A.

Milwaukee, Wi

Mar 2015 - Feb 2017

Senior Consumer Loan Officer

Marine Credit Union

Green Bay, Wisconsin

Obtaining new members for the credit union through the application process on all consumer loans. Assisting members with their current loans and collecting on delinquent loans.

Jun 2012 - Jan 2015
Team & coworkers

Colleagues at Baird

Other employees you can reach at ellenbecker.com. View company contacts for 27 employees →

SG Sandra Geisler, Cpa Sandra Geisler, Cpa Colleague at BairdPewaukee, Wisconsin, United States View → KS Kristina Schnuckel, Cfp®, Aif® Kristina Schnuckel, Cfp®, Aif® Colleague at BairdWaukesha, Wisconsin, United States View → JE Jill Economou Jill Economou Colleague at BairdSussex, Wisconsin, United States View → AW Alyssa Wiese Alyssa Wiese Colleague at BairdNew Berlin, Wisconsin, United States View → MB Michele Brehm Michele Brehm Colleague at BairdWaukesha, Wisconsin, United States View → AA Amy Anderson, Ea Amy Anderson, Ea Colleague at BairdDelafield, Wisconsin, United States View → KL Kate Lind Kate Lind Colleague at BairdWaukesha, Wisconsin, United States View → AA Amy Andre, Cisr Elite Amy Andre, Cisr Elite Colleague at BairdBrookfield, Wisconsin, United States View → JO Janet Otten Janet Otten Colleague at BairdBrookfield, Wisconsin, United States View → CW Courtney Witthuhn Courtney Witthuhn Colleague at BairdWaukesha, Wisconsin, United States View →
1 education record

Ryan Lundeen, Cfp®, Cima® education

FAQ

Frequently asked questions about Ryan Lundeen, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Ryan Lundeen, Cfp®, Cima® work for?

Ryan Lundeen, Cfp®, Cima® works for Baird.

What is Ryan Lundeen, Cfp®, Cima®'s role at Baird?

Ryan Lundeen, Cfp®, Cima® is listed as Advisory Solutions Consultant at Baird.

Where is Ryan Lundeen, Cfp®, Cima® based?

Ryan Lundeen, Cfp®, Cima® is based in Milwaukee, Wisconsin, United States while working with Baird.

What companies has Ryan Lundeen, Cfp®, Cima® worked for?

Ryan Lundeen, Cfp®, Cima® has worked for Baird, Ellenbecker Investment Group, Annex Wealth Management, Jp Morgan Chase Bank N.A., and Marine Credit Union.

Who are Ryan Lundeen, Cfp®, Cima®'s colleagues at Baird?

Ryan Lundeen, Cfp®, Cima®'s colleagues at Baird include Sandra Geisler, Cpa, Kristina Schnuckel, Cfp®, Aif®, Jill Economou, Alyssa Wiese, and Michele Brehm.

How can I contact Ryan Lundeen, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Ryan Lundeen, Cfp®, Cima® at Baird, including work email, phone, and LinkedIn data when available.

What schools did Ryan Lundeen, Cfp®, Cima® attend?

Ryan Lundeen, Cfp®, Cima® holds Bachelors Of Science, Psychology from University Of Wisconsin-Oshkosh.

What skills is Ryan Lundeen, Cfp®, Cima® known for?

Ryan Lundeen, Cfp®, Cima® is listed with skills including Banking, International Trade, Accounting, Economics, Real Estate Economics, Corporate Finance, Portfolio Management, and Investments.

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