Kari Smith (Lundberg), CLF® in

Kari Smith (Lundberg), CLF®

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Financial Advisor at Northwestern Mutual
📍 St Paul, Minnesota, United States

Kari is a Financial Advisor at Northwestern Mutual, where she empowers high-achieving people to gain financial confidence during life transitions. She holds a Chartered Leadership Fellow designation and earned her bachelors degree in Marketing and Business Administration from Minnesota State University, Mankato.

Outside of her professional life, Kari is deeply passionate about hockey, a sport in which she was a two-year college team captain and has also coached. She resides in the Twin Cities with her husband and son, enjoying golf, travel to Scottsdale, and listening to audiobooks.

Unique fact: She was a two-year captain of the Womens Ice Hockey Team at Minnesota State University, Mankato.

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Experience
14 Years
Current Role
Financial Advisor
Job Level
Junior
Location
St Paul, Minnesota, United States
Personality Overview

How Kari shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kari cares about

Women's Ice Hockey
Her background is extensive, from being a two-year captain for her university team to later serving as an assistant coach for a high school varsity team.
Financial Empowerment
Her professional focus is on helping clients feel confident and in control of their financial decisions, especially during periods of significant change.
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Career

Work history

9-2021
Financial Advisor
Northwestern Mutual
12-2020
Financial Representative
Northwestern Mutual
1-2017 - 12-2020
Director Of Career Development
Northwestern Mutual
10-2015
Assistant Varsity Girls Hockey Coach
Simley Senior High School
6-2014 - 6-2017
Campus Recruiter
Northwestern Mutual
In the press

Media appearances

Kari Smith, Financial Advisor - Mendota Hts, MN 55120. Featured in Northwestern Mutual
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Education
2019 - 2020
Chartered Leadership Fellow Designation
The American College of Financial Services
2010 - 2014
Bachelor's degree
Minnesota State University, Mankato
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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