D
$259.2K Total AUM
$259.2K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 1
Office Locations
-- Delavan WI
About Dylan Lund Financial, LLC
Dylan Lund Financial, LLC is a CFP®-led firm providing ongoing financial planning and investment guidance for families and young professionals, with a simple process: intro call, a personalized plan, and regular check-ins as life changes. The firm emphasizes advice without product sales or commissions and primarily implements portfolios with ETFs, including via Charles Schwab.
Team overview
-- AVG AGE
$259.2K AVG AUM / ADVISOR
$129.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Dylan Lowell Lund
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6696305
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,199 | -- |
| Non-Discretionary | $0 | -- |
| Total | $259,199 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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