Thomas Lindell, financial advisor Columbia MO
89 score

Thomas Lindell

CRD Number: 6158795
Current Firm: Invest Financial Corporation

Thomas Lindell (CRD# 6158795) is an Investment Advisor Representative working at Invest Financial Corporation in Columbia, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Columbia, MO Feb 2013 - Current 3
Boone County National Bank Columbia, MO Jun 2011 - Current 5
Valparaiso University Union Valparaiso, IN Jan 2008 - May 2011 3
Valparaiso University Valparaiso, IN Aug 2007 - May 2011 3
Community Savings Bank Chicago, IL May 2010 - Aug 2010 < 1
Chicago Park District Chicago, IL May 2008 - Aug 2009 1
Luther High School North Chicago, IL Mar 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Thomas J. Lindell
Phone Number: (813) 880-5300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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