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A Firm of One's Own

Writer: Suzanne Lundeen AbramsSuzanne Lundeen Abrams
Nov 14, 20201 min read

Building Lundeen Abrams Advisors to what it is today has taken 15 years of persistent effort and organic growth. Looking back at each chapter of my financial career is like a path of stepping stones. Each time I moved to the next step, the intention was clear.


I am excited to announce that I am officially operating my business as an independent Registered Investment Advisory Firm (RIA).


Running a boutique wealth management firm is my proud vocation and serving my clients is one of my life's greatest joys.


The past four months have been a period of deep research as I sought all the resources and information to make the best possible decisions to set up my new firm.


It is incredibly exciting to share this moment of blossoming. It truly feels like I planted a seed 15 years ago and today the flower, at last, has bloomed.

 
 
 

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Lundeen Abrams Advisors (“RIA Firm”) is a Registered Investment Advisory located in Minnetonka, MN (Registration of an Investment Adviser does not imply any level of skill or training). Lundeen Abrams Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lundeen Abrams Advisors' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lundeen Abrams Advisors' web site on the Internet should not be construed by any consumer and/or prospective client as Lundeen Abrams Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lundeen Abrams Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lundeen Abrams Advisors, please contact the state securities regulators for those states in which Lundeen Abrams Advisors maintains a registration filing. A copy of Lundeen Abrams Advisors' current written disclosure statement discussing the RIA Firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lundeen Abrams Advisors upon written request. Lundeen Abrams Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lundeen Abrams Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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