Christopher Lundmark: Ameriprise Fires Independence Square Advisor

King of Prussia, Pennsylvania financial advisor Christopher Lundmark (CRD# 3022544) was recently fired by his former member firm in connection with alleged rule violations. Financial Industry Regulatory Authority and Securities and Exchange Commission records show that the former Ameriprise Financial Services broker is currently registered as an investment advisor with Independence Square Holdings.

Mr. Lundmark’s BrokerCheck report discloses his termination from Ameriprise Financial Services. Filed in June 2024, it states that the firm fired him in connection with allegations of a failure to comply “with the terms of the Firm’s heightened supervision plan.”

Independence Square Holdings’ website includes a page describing the firm’s mission and services, including wealth management and retirement planning. “Our mission is simple; support yours,” it states. “We work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.” Elsewhere, the firm explains that it works with investors at all stages of the wealth-building process. “From educating young savers on the basics to guiding business owners through complex challenges,” it explains, “our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Christopher Lundmark holds 25 years of securities industry experience. Based in King of Prussia, Pennsylvania, he has been registered as an investment advisor with Independence Square Holdings since June 2024. His registration history includes Ameriprise Financial Services, Wells Fargo Clearing Services, Citigroup Global Markets, Legg Mason Wood Walker, and Morgan Stanley. His credentials include the passage of five securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Futures Managed Funds Examination, or Series 31; the Securities Industry Essentials Examination, or SIE; the Uniform Investment Adviser Law Examination, or Series 65; and the Uniform Securities Agent State Law Examination, or Series 63. He is licensed in Pennsylvania. (Information current as of August 17, 2024.)

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