Broker Check
Ryan Lundeen, CFP®, CIMA®

Ryan Lundeen, CFP®, CIMA®

Wealth Advisor

Ryan joined Ellenbecker Investment Group in April of 2023. As a Wealth Advisor, he is committed to assisting clients to understand their full financial picture through proactive listening and dialogue. He believes that understanding your specific financial plan can provide confidence in the uncertainties of life. Ryan began his career in 2009 holding positions as a Licensed Insurance Agent, loan originator, and private client banker. More recently he worked as a Wealth Manager at a local wealth management firm. His focus is on education and understanding in the ever-changing financial environment to develop strategies for individuals and their families. Ryan graduated from the University of Wisconsin-Oshkosh; continuing to complete his CERTIFIED FINANCIAL PLANNER™ certification, studying Insurance Planning, Investment, Retirement, Estate and Tax Planning in 2020. Ryan is a Certified Investment Management Analyst® professional. In 2015, he successfully passed his Series 6 Investment Company Products/Variable Contracts Representative Exam and Series 63 Uniform Securities Agent State Law Exam. He holds Series 6TO and Securities Industry Essentials registrations. Ryan believes in holistic Wealth Management to understand your full financial plan and is a great academic and culture fit for EIG.