Lance Lundgren has been an investment adviser representative at WT Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
- WT Wealth Management, LLCCurrent– present · under a yearFlagstaff, AZ · Adviser representative · Firm CRD 169566
Investment adviser representative registrations
Lance Lundgren is registered as an investment adviser representative in Arizona, since July 2026.
- ArizonaSince 21 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lance David Lundgren
- CRD
- 8272947
- Firm
- WT Wealth Management · CRD 169566
- Office
- 813 N Beaver Street, Flagstaff, AZ 86001
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Lance Lundgren work?
Lance Lundgren is an investment adviser representative registered through WT Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lance Lundgren a financial advisor?
Yes. Lance Lundgren has a current investment-adviser registration in Arizona, through WT Wealth Management since July 2026.
How many years of experience does Lance Lundgren have?
Lance Lundgren has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Lance Lundgren passed?
Lance Lundgren passed the Series 65 in July 2026.
Where is Lance Lundgren based?
Lance Lundgren’s registered office is in Flagstaff, AZ.
Is Lance Lundgren registered with FINRA?
No. Lance Lundgren has no current broker registration.
How can I verify Lance Lundgren’s record?
Search CRD 8272947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Lundgren’s full registration record.
