Marshall Lund

Marshall Lund, CFP®, CPWA® is a Wealth Manager at Creative Planning, a position held since October 2022. Prior to this role, Marshall served as a Senior Financial Advisor and Financial Advisor at Wipfli Financial Advisors from January 2015 to October 2022, and also held the positions of Associate Advisor and Associate Intern at the same firm. Earlier experience includes a Private Wealth Management internship at Baird, where responsibilities included preparing financial analyses and client presentations. Additionally, Marshall worked as an AVID Tutor for the Madison Metropolitan School District, facilitating group discussions and evaluating student performance. Marshall holds a Certified Private Wealth Advisor® (CPWA®) certification from the University of Chicago Booth School of Business and a Bachelor of Business Administration (BBA) in Finance, Investment and Banking from the University of Wisconsin-Madison.