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Alexandra Gundrada Lundgren

TREE CITY ADVISORS, LLC·BOISE, Idaho
SIE, Series 6, Series 65, Series 66Clean record12 years registeredTREE CITY ADVISORS, LLC
1673 W SHORELINE DR., BOISE, ID 83702CRD# 3103700Firm CRD# 264795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandra Gundrada Lundgren · BOISE, ID
Registration
CRD #3103700 · TREE CITY ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

APOLLON WEALTH MANAGEMENT, LLC
Nov 2022 – present
TREE CITY ADVISORS, LLC
Mar 2016 – Dec 2022
BOISE, ID
ONEAMERICA SECURITIES, INC.
Feb 2014 – Apr 2016
NAMPA, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 65
Series 66
Registration record
First registered · February 12, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TREE CITY ADVISORS, LLC
CRD 264795 · SEC 801-118124
AUM
$188M
Regulatory assets under management
Employees
8
969 client accounts
Services offered by TREE CITY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TREE CITY ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Alexandra Gundrada Lundgren offer?
Alexandra Gundrada Lundgren specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Alexandra Gundrada Lundgren's credentials?
Alexandra Gundrada Lundgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Gundrada Lundgren located?
Alexandra Gundrada Lundgren is based in BOISE, Idaho, working with TREE CITY ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Alexandra Gundrada Lundgren charge for services?
Alexandra Gundrada Lundgren's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREE CITY ADVISORS, LLC?
TREE CITY ADVISORS, LLC has approximately 8 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREE CITY ADVISORS, LLC

Jeremiah Franklin Bates
BOISE, ID
Brian James Wiley
BOISE, ID

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