Jim Lund
Founding Partner at NorthRock Partners
- Role
- Founding Partner at NorthRock Partners
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Jim Lund
NorthRock Partners takes a holistic approach to wealth management, providing years of…
Experience
Founding Partner
Aug 2008 — Present · Minneapolis, MN, US
Comprehensive Financial Planning and Services including Investment, Tax, Protection, Estate, Charitable, Retirement, Cash Management, Banking, Mortgage, Executive Compensation, Family Financial Planning, Lifestyle/Concierge and Business Succession.
Education
Minnesota State University, Mankato
Bachelor of Science (BS)
1981 — 1985
Minnesota State University, Mankato
Master of Business Administration (MBA)
1985 — 1986
Skills
- Investments
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Tax
- Wealth Management Services
- Financial Advisory
- Strategic Planning
- Small Business
- Risk Management
- Financial Services
- Finance
- Wealth Management
- Wealth
- Asset Management
- Estate Planning
- Insurance
- Investment Management
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