800.352.5837

Bryce Lunde
Bryce Lunde
Financial Advisor
Areas of Focus
  • Debt Management
  • Tax Strategies
  • Asset Protection
  • Estates
  • Wealth Accumulation
  • Retirement


Phone: 804.404.2062
Locations:
Richmond, VA »
1051 East Cary Street
Suite 1430
Richmond, VA 23219
Durham, NC »
2525 Meridian Parkway
Suite 450
Durham, NC 27713

Fax: 919.908.2470

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Bryce Lunde is a Financial Advisor with North Star Resource Group who works primarily with medical professionals, attorneys, and small business owners as well as high net worth individuals across different professions and disciplines. Based in North Carolina and Virginia, Bryce specializes in working with clients who are family oriented and driven. With an emphasis on open communication, Bryce strategizes to listen, set goals, formulate and execute each step allowing those that he serves to reach financial success.

“Be yourself; everyone else is already taken.” – Oscar Wilde

What is unique about Bryce’s practice? He and his team work with a persistence of purpose and efficiency, always putting the needs and concerns of the clients at the forefront of the practice. Bryce was inspired to become a financial advisor as he wanted to be able to do the most good for the maximum amount of people and families. As a financial advisor, Bryce is able to have a lasting impact on his clients that affects not only them immediately, but also the generations to come. His primary focus is to help meet the long-term goals of his clients.

Bryce’s areas of specialty include:

  • Asset Protection Strategies*
  • Estate Planning*, Wealth Preservation & Wealth Transfer
  • Risk Management
  • Tax Efficient Wealth Accumulation* & Distribution Strategies
  • Debt Management
  • Fee-Based Financial Planning
  • Survivor Needs Analysis
  • Education Funding Options
  • Cash Flow Analysis/Budgeting
  • Business Continuation/Exit Strategies 

Activities in the Industry & Qualifications

Bryce conducts presentations for all types of medical professionals throughout the Southeast and the Midwest. Bryce is a Registered Representative and Investment Advisor Representative and his qualifications include FINRA Series 7 and 66 Registered and Life and Health Licensed/Variable Life and Annuity Licensed.

Personal

Originally from a small town in Northwestern Minnesota, Bryce moved to the Twin Cities and graduated from the University of St. Thomas in St. Paul, MN with a Bachelor of Arts in International Business. Bryce interned with North Star throughout college and upon returning from his final semester abroad in Argentina, he accepted a full-time position at the company. In his spare time, he enjoys basketball, swimming, hiking, travelling and being around people. He is also a volunteer with North Star’s Bikes for Kids and with Best Prep, a Twin Cities-based non-profit centered on improving financial literacy among young people.

Bryce is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
1658276/DOFU 12-2016

Bryce’s Support Team


Joey SnyderName: Joey Snyder
Title: Financial Advisor
Email: Joey.Snyder@northstarfinancial.com
Phone: 804.916.1526

Simone  WitherspoonName: Simone Witherspoon
Title: Practice Coordinator
Email: Simone.Witherspoon@northstarfinancial.com
Phone: 919.908.2472

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Richmond

1051 East Cary Street
Suite 1430
Richmond, VA 23219

Durham

2525 Meridian Parkway
Suite 450
Durham, NC 27713