Cole Lunde joined Erpelding Wealth Management in 2018 and has been with Northwestern Mutual since 2014, starting as a financial representative intern. Cole was previously on the Northwestern Mutual Concierge Planning team in Milwaukee which specializes in sophisticated retirement, estate and business planning for ultra-high net worth clientele with complex planning considerations. This experience provides Cole with a unique skill set to bring value to the team and clients.
Cole graduated from the University of Wisconsin-Madison with a B.B.A. in Finance, Investment and Banking with an emphasis in Wealth Management. Cole Lunde is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), Retirement Income Certified Professional® (RICP®), a Wealth Management Certified Professional® (WMCP®) and holds the Preferred Portfolio Management certification (PPM). Cole has earned his FINRA Series 7 & 66 as well as the Life, Accident, Health, Annuity and Long Term Care licenses.
As a Private Wealth Advisor and Director of Portfolio Research, Cole leads the development and ongoing management of investment strategy and portfolio design in conjunction with our client's financial plans. Cole is a lifelong student of the markets and brings this passion to each client and their portfolios. He is devoted to providing the most effective and pertinent portfolio solutions for our clients, understanding the value and significance of what they’ve worked so hard to build.
Cole is also the chairman of the EWM Investment Committee which functions as the supervisory and management team for our portfolios. In addition to daily monitoring and analysis, the Investment Committee meets on a quarterly basis for a comprehensive, in-depth review of our portfolio strategies and design to confirm we are implementing the optimal approach on behalf of our clients.
Cole lives in Minneapolis with his wife, Shelby. Together they enjoy boating on the St. Croix River, cheering on the Vikings and Badgers football teams and exploring new restaurants in the cities.