Ryan Lundeen

Ryan Lundeen, CFP®, CIMA®, is an experienced Advisory Solutions Consultant and Wealth Advisor with over a decade in the financial services sector. They have a Bachelor of Science in Psychology from the University of Wisconsin–Oshkosh and have previously held positions ranging from Private Client Banker at JP Morgan Chase Bank N.A. to Wealth Manager at Annex Wealth Management. Currently, Ryan works at Baird while providing personalized financial planning and investment guidance to a diverse clientele, emphasizing trust and holistic strategies. Their commitment to client relationships ensures that individuals and families can achieve their financial goals through tailored advice and service.