Steven Lindell (CRD# 1034230) is an Investment Advisor Representative working at Independent Financial Partners in Edina, MN and has over 42 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Edina, MN | May 2019 - Current | 4 |
| Independent Financial Partners | Edina, MN | Aug 2012 - Current | 11 |
| Landmark Advisors | Edina, MN | Jan 1999 - Current | 25 |
| Lpl Financial LLC | Edina, MN | Nov 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1982 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1991 |
- MN
- WI
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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