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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
- MN
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$126,636
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, LA, MN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.