Privacy Policy

Overview

Lund Financial Management (“Lund Financial Management,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit this website.

Information we Collect

We may collect the following categories of information:

  • Information you provide: name, email address, phone number, and message content when you submit forms or contact us.
  • Automatically collected data: IP address, device/browser type, pages viewed, referring pages, and approximate location (city/state level).
  • Cookies & similar technologies: used for basic site functionality, analytics, and performance.

How we Use Information

  • To respond to inquiries and provide requested information or services
  • To operate, maintain, and improve this website
  • To understand usage trends and enhance user experience
  • To detect, prevent, and address security or technical issues
  • To comply with legal obligations

How we Share Information

We do not sell your personal information. We may share information in limited circumstances, including:

  • Service providers: vendors who host the site, support forms, analytics, email delivery, or security.
  • Legal & compliance: if required by law, regulation, or legal process.
  • Business protection: to protect our rights, safety, and property, or the rights of others.

Important: Do not send sensitive personal information (e.g., Social Security numbers, account numbers, medical details) through website forms or email. If sensitive information is needed, we will provide a secure method.

Cookies and Analytics

We may use cookies and analytics tools to understand website traffic and improve performance. You can control cookies through your browser settings; disabling cookies may affect site functionality.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect information. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

External Links

This website may link to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their policies directly.

Children’s Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children.

Changes to this Policy

We may update this Privacy Policy from time to time. The “Last Updated” date above will reflect the latest revision.

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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