Find the Certified Financial Planner™
Who's right for you.

James B. Lund, CFP®, MBA

North Rock Partners Ameriprise Financial

650 Third Ave S
Ste 1500
Minneapolis, MN 55402
Phone: (612) 367-8803

Toll-free: (888) JIM-LUND

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.