Lindy Venustus, financial advisor Bloomington MN

Lindy Venustus

CRD 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.

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Professional Designations
Company Name Location Dates Years
Origin Financial San Francisco, CA Oct 2021 - Current 2
Create, LLC Bloomington, MN Jan 2020 - Current 3 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
Contact Info for Lindy G. Venustus
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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