TC Wealth Partners  
Fred Lundin
Frederick W. Lundin - Wealth Management Senior Account Executive

Frederick W. Lundin


Wealth Management Senior Account Executive

  Wealth Management Team

Fred Lundin is the kind of person who believes true worth is determined by how much more value one is able to give than take. As a young man working in a small, family-owned sporting goods store in Wausau, WI, he understood the value of working with clients to understand their ultimate goals and objectives.

“Even at a small scale such as sporting goods, the customers’ goals and objectives are important, and I learned how to create as much value as possible for the customers through easing their anxiety and answering their questions.”

Fred took this learning and ran with it, pursuing his education in the financial field with gusto. He earned his Bachelor’s degree in accounting from St. Norbert College in De Pere, WI. He is a CPA (Certified Public Accountant), a Certified Financial Planner™ professional, and has also earned the Personal Financial Specialist (PFS) designation, a specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth.

Fred has a substantial amount of work experience with over eight years in the financial services industry. Before joining the Trust Company's Wealth Management Team, Fred held a lead associate role with an independent wealth management firm for more than four years. He also worked with numerous firms as an intern throughout his undergraduate studies.

When asked why his career is rewarding, Fred responds, “I get to relieve anxieties about money and help clients understand the plan that we have developed to make their goals achievable. Once I see that the client truly believes and understands the value that we have created for them, I know that I have done my job.” And that is valuable.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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