Nik Lundgren

Nik Lundgren: Email & Phone Number

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Financial Advisor at LPL Financial|Bozeman, Montana, United States

Position:

Financial Advisor at LPL Financial

Location:

Bozeman, Montana, United States

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Last updated: 2026-07-09
Updated: 2026-07-09

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Work Experience 4 years

Financial Advisor at LPL Financial

Jan 2026 - Current

Senior Internal Wholesaler at WealthVest

Mar 2025 - Jan 2026

Senior Internal Wholesaler at WealthVest

Jan 2024 - Mar 2025

Assistant Store Manager at Schnee's

Aug 2022 - Aug 2023

Nik Lundgren started working in 2022, then the employee has changed 2 companies and 2 jobs. On average, Nik Lundgren works for one company for 11 months.

Their professional focus is Financial Planning, Financial Services, and Retirement Planning across 3 core areas.

Nik holds Series 66, Life and Health Insurance License, and Series 63 certifications.

Education

Bachelor of Science - BS at Montana State University-Bozeman

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