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This profile was last updated on 8/12/2015 and contains contributions from the  Zoominfo Community.

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Wrong Lon Gulberg?

Lon Gulberg

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Personal Banking Officer

American Federal Bank


Affiliations

Investment Centers of America Inc

Investment Advisor Representative


American Federal Bank UBS PaineWebber

Investment Advisor Representative


Education

Grand Forks Central


Web References(6 Total References)


www.americanfederalbank.com

Lon Gulberg
Lon Gulberg Private Banker Assistant Vice President


www.americanfederalbank.com [cached]

Lon Gulberg , Private Banking and Investments
701/335-2103 Direct Dial E-mail lgulberg@americanfederal.net


www.grandforks.com [cached]

Gulberg joins American FederalLon Gulberg has been named personal banking officer at American Federal Bank.He provides financial advice and business solutions to agriculture, business and retail customers in the Grand Forks, East Grand Forks and Northwood, N.D. areas.His office is located in American Federal's new Grand Forks banking facility, 2551 S. Columbia Road.Gulberg has more than 25 years of retail sales and management experience, including four years as a financial adviser and 16 years as a business owner and operator in Grand Forks.Gulberg is securities and insurance licensed to help his clients achieve their financial goals through the development of financial plans and strategies designed for the individual customer, business, or farm operator.He is a graduate of Grand Forks Central and he attended UND.


www.grandforks.com [cached]

Gulberg named banking officerLon Gulberg has been named personal banking officer at American Federal Bank.Gulberg provides financial advice and business solutions in banking, insurance and investments to agriculture, business and retail customers.He has more than 25 years of retail sales and management experience, including four years as a financial adviser and 16 years as a business owner and operator.


www.aitp.org [cached]

Then Lon Gulberg, a financial advisor and personal banker in the group, pulled me aside to share his story … to tell me how he began working with a couple about 10 years who had recently retired.
They wanted help in managing their finances so they could truly enjoy their retirement, which included lots of travel to their many children and grandchildren across the country. So Lon spoke to the couple on many occasions, talking about a wide range of topics, many of which did not include financial planning. He just plain liked the couple and wanted to be their friend as well as their advisor. Some time later, the husband was diagnosed with cancer, and the couple's retirement plans changed quickly. The husband went through months of treatments, some that worked and some that didn't, until he eventually lost his battle with cancer. A few days after the funeral, Lon met with the wife to discuss the financial status of their accounts, and in his words, "The conversation I had with her was one that I will never forget.†The wife explained that a few days before her husband passed away, she told him she was scared. She had never involved herself in the financial matters of the family and didn't know if she could handle those things. Her ailing husband took her by the hand and said, "Everything is in place for you. You don't have to worry about the finances. The only thing you need to do is call Lon; he'll take care of everything. And it will be done in the best interest of you and our family.†Obviously, Lon had given that couple a Valentine's gift that lasted a lifetime … a relationship they could trust … a relationship that gave them a sense of safety and security. And they gave him a Valentine's gift in return. As Lon told me, "That husband's comment and that wife's sense of peace have deeply impacted my life.


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