Samuel Lund

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Fairbanks, AK 99701-4661

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Work history

Edward Jones

2022 - Present (4 years)

Fred Meyer

2020 - 2022 (2 years)

Everett Public Schools

2018 - 2021 (3 years)

Mathnasium (Zynhib LLC)

2018 - 2019 (1 year)

Puyallup School District

2018 - 2018 (1 year)

Tacoma Public Schools

2016 - 2018 (2 years)

Northwest Trek Wildlife Park

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)

David W

Series 66

Fairbanks, AK

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

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Alexis L

Series 65

Fairbanks, AK

LifeTyme Financial Advisors, LLC

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