Advisors at this firm
Charles T
ChFC®, Series 63, Series 65
St Louis Park, MN
Lions Wealth Management
Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.
David P
Series 63
St Louis Park, MN
Lions Wealth Management
David Pung is a financial advisor with Lions Wealth Management in Chisago City, MN, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Summit Investment Advisory Services, Midwestone (LPL), and LPL Financial. Outside of advisory work, he performs bookkeeping for a snow removal company. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, including managed accounts and retirement plan solutions. The firm employs a range of strategies tailored to clients’ objectives and risk tolerance and manages approximately $80 million in assets.
Nathan K
CFP®, Series 63, Series 66
St Louis Park, MN
Lions Wealth Management
Nathan Krampe is a CFP® with 19 years of experience in the financial services industry. He has worked at Lions Wealth Management since 2019 and previously held roles at Summit Investment Advisory Services and LPL Financial. Outside of his advisory work, he is a licensed notary public and also engages in insurance sales. Lions Wealth Management serves individual and high-net-worth clients, offering investment advisory and financial planning services including managed accounts and retirement plan support. The firm employs a variety of strategies tailored to client objectives and risk tolerances, managing approximately $76.4 million in discretionary assets as of late 2025.
