# JONATHAN P.LUNDMARK, CPA,CFP

JONATHAN P.LUNDMARK, CPA,CFP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 127727
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127727

## About

Jonathan P. Lundmark, CPA, CFP is a state-registered investment adviser in Tyler, TX. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Jonathan P. Lundmark — Principal

## Questions

### What is the relationship between Jonathan Lundmark's CPA and CFP roles?

The CPA license authorizes tax preparation, entity structuring, and attestation services. The CFP credential covers investment planning, retirement income strategies, estate planning, and insurance analysis. Holding both allows Lundmark to serve as a single point of contact for families who want tax work and investment management integrated within one advisory relationship.

### What types of clients does the firm typically serve?

Dual CPA-CFP practitioners commonly serve business owners, professionals and multi-generational families with investable assets between $1 million and $30 million. The record does not confirm the firm's specific client profile or minimums.

---

Last updated: 2026-07-06T01:24:19.255Z

Canonical page: https://altss.com/profile/jonathan-plundmark-cpacfp

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology