Cetera Investment Advisers
40yrs
Top advisor by experience in Carlisle
26yrs
Gregory Lunde
Full name on record: Gregory Allen Lunde
Financial advisor at State Farm Investment Management
Gregory Lunde has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Carlisle, Pennsylvania. Gregory joined State Farm Investment Management in 2018, a firm offering investment management. The firm is paid through a percentage of assets.
One of 45 advisors with offices in Carlisle, and one of 43 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 15% by experience at State Farm Investment Management
Office11 State Ave, Carlisle, PA 17013
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
Contact Gregory
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Gregory. 11 State AveCarlisle, PA 17013Office · Get directions
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call State Farm Investment Management at (800) 447-0740 and ask for Gregory Lunde. Gregory works from the Carlisle, PA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2000, about 26 years. Top 15% by experience at State Farm Investment Management.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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