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Craig Lundquist, MBA, ChFC®, CRPC®
VP of Wealth Management
651-773-2757
Kristin Becker
Senior Administrative Assistant
651-773-2821
Ideal Wealth Advisors
Located at Ideal Credit Union
8499 Tamarack Road
Woodbury, MN 55125
CRPC conferred by College for Financial Planning
July/August 2023
Decoding Investment Jargon
Because it is so commonplace, investment jargon can stump even regular investors. But high net worth investors may want to pay extra attention to decipher this handful of definitions.
Angel Investor - A person or organization directly investing in a company, which is usually in the startup phase.
Convertible - Not the car, but a loan to a company that later may be converted to stock.
Private Offering - Also known as an exempt offering, private offerings are an interest in a company not registered with the Securities and Exchange Commission (SEC).
Private Placement - A direct investment in a security or real estate fund not traded in public markets, typically made by private offering.
Registered Offering - A security sold to the public that is registered under the Securities Act.
Restricted Stock Award - Offered by companies as compensation, this award has varied tax consequences that may require the counsel of your accounting professional.
Seed Round - The beginning of a company marketing or development effort usually funded by angel investors and others.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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