Terms of Use

By accessing or using this website, you agree to comply with these Terms of Use. If you do not agree with these terms, please discontinue use of this website.

The information on this website is provided for general informational purposes only and should not be considered legal, tax, accounting, financial, or investment advice for your specific situation.

Use of Website

You agree to use this website only for lawful purposes and in a manner that does not interfere with the website’s operation, security, or availability.

No Professional Advice

Website content is not intended to replace personalized advice from qualified professionals. You should consult with an appropriate professional before making financial, legal, tax, or investment decisions.

Accuracy of Information

Lund Financial Management makes reasonable efforts to keep website information current and accurate; however, we make no warranties or guarantees regarding completeness, accuracy, or timeliness.

Third-Party Links

This website may include links to third-party websites. Lund Financial Management is not responsible for the content, security, privacy policies, or practices of third-party websites.

Intellectual Property

All website content, graphics, logos, text, and materials are the property of Lund Financial Management or used with permission. Content may not be copied, modified, or distributed without prior written consent.

Limitation of Liability

Lund Financial Management shall not be liable for any damages arising from your use of this website, reliance on website content, or inability to access the website.

Changes to These Terms

Lund Financial Management may update these Terms of Use at any time. Continued use of the website after updates are posted constitutes acceptance of the revised terms.

Tyler ELLEGARD, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.

keith gangl, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

michael binger, CFA®

President, Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

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