Lindy VenustusCRD Number: 6192715
Current Firm: Create, LLC
Lindy Venustus (CRD# 6192715) is an Investment Advisor Representative working at Create, LLC in Bloomington, MN and has over 9 years of experience in the finance industry. Lindy Venustus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Osaic Wealth, Inc.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Origin Financial||San Francisco, CA||Oct 2021 - Current||2|
|Create, LLC||Bloomington, MN||Jan 2020 - Current||3|
|Rover.com||Richfield, MN||Oct 2019 - Current||4|
|Lifeplan By Legalzoom||Austin, TX||Dec 2019 - Dec 2021||2|
|2020 Us Census||Washington, DC||Feb 2020 - Oct 2020||< 1|
|Freshthyme||Bloomington, MN||Oct 2019 - Jan 2020||< 1|
|Amazonprime||Plymoth, MN||Oct 2019 - Oct 2019||< 1|
|Triad Advisors||Norcross, GA||Feb 2019 - Oct 2019||< 1|
|Resources Investment Advisors||Overland Park, KS||Feb 2019 - Oct 2019||< 1|
|Channel Financial||Golden Valley, MN||Jan 2019 - Oct 2019||< 1|
|Berger Fin Grp||Plymouth, MN||Dec 2018 - Jan 2019||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2018 - Jan 2019||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2018 - Jan 2019||< 1|
|Wells Fargo Clearing Services, LLC||Wayzata, MN||Mar 2016 - Nov 2018||2|
|Wells Fargo Advisors, LLC||Wayzata, MN||Mar 2016 - Nov 2016||< 1|
|Valmark Securities, Inc.||Akron, OH||Oct 2015 - Jan 2016||< 1|
|Business & Estate Advisors||Wayzata, MN||Oct 2015 - Jan 2016||< 1|
|Park Avenue Securities LLC||Minneapolis, MN||Jul 2013 - Oct 2015||2|
|Guardian Life Insurance Co||Minneapolis, MN||May 2013 - Oct 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management1MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$126,636
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, LA, MN, TX
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