John T Lund
Financial advisor at RIA Advisory Group LLC · Rapid City, SD
Last updated 2026-10-10
Claim your profileJohn T Lund is a financial advisor at RIA Advisory Group LLC in Rapid City, SD, CRD 6504480. Licenses and exams on the registration: Series 66. First registered 2015-08-20.
Registration
- CRD number
- 6504480
- Registration status
- Active
- First registered
- 2015-08-20
- Years of experience
- 11
- States registered
- SD
Licenses and exams
- Series 66
Designations
- Certified Financial Planner
Work history
- 2015-06 to 2020-01 · Securities America Inc · Lincoln, NE
- 2015-08 to 2020-02 · Securities America Advisors · Norfolk, NE
- 2020-02 to 2021-07 · Lpl Financial LLC · Norfolk, NE
- 2015-06 to 2025-06 · Bankfirst Wealth Management · Norfolk, NE
- 2022-09 to 2023-02 · Garnett Investment Strategies · Beatrice, NE
- 2023-02 to 2025-06 · Berthel, Fisher & Company Financial Services, Inc. · Norfolk, NE
- 2023-02 to 2025-06 · Bfc Planning, Inc. · Norfolk, NE
- 2025-06 to Present · RIA Advisory Group, LLC · Rapid City, SD
Current employment
- RIA Advisory Group, LLC · Des Moines, IA
RIA Advisory Group LLC
- Regulatory AUM
- $568,379,295
- Registered advisors
- 21
- Offices
- 16
- Clients per advisor
- 95.0 (Moderate)
- Average AUM per client
- $284.8K (Low)
- High-net-worth client ratio
- 5.1% (Low)
RIA Advisory Group LLC: advisors, services and reported ETF investments
Reported ETF positions
RIA Advisory Group reports 56 ETF positions worth $296.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| RSP — Invesco S&P 500 Equal Weight ETF | $65.2M |
| QQQ — Invesco QQQ Trust, Series 1 | $47.3M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $42M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $20.4M |
| FEOE — First Eagle Overseas Equity ETF | $19M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
RIA Advisory Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | OEF — iShares S&P 100 Fund | $4.1M | Top 99.4% | Peer conviction 81.4% · Active return +3.79% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $965K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $552.8K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $209K | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by RIA Advisory Group LLC on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Location
Rapid City, SD
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (515) 965-8588
- Website: dakotaadvisoryteam.com
- Youtube
Official record
Are you John T Lund?
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