William LindsteadtCRD Number: 1162340
Current Firm: Resources Investment Advisors
William Lindsteadt (CRD# 1162340) is an Investment Advisor Representative working at Resources Investment Advisors in Hastings, NE and has over 27 years of experience in the finance industry. William Lindsteadt 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.
Allen Capital Group, LLC
Allen Capital Group, LLC
|Resources Investment Advisors, Inc.||Hastings, NE||Mar 2014 - Current||2|
|Pathway Bank||Grand Island, NE||Nov 2012 - Current||3|
|Osl, Inc. (ria)||Hastings, NE||Jun 1996 - Current||20|
|Hastings Area Basketball Club||Hastings, NE||Jun 1996 - Current||20|
|The Principal Financial Group||Hastings, NE||May 1995 - Current||21|
|Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.)||Hasting, NE||Dec 1994 - Current||21|
|Ids Life Insurance Co,||Minneapolis, MN||Jul 1983 - Current||33|
|Clay Center Public Schools||Clay Center, NE||Aug 1981 - Current||35|
|Oakeson, Steiner And Lindsteadt (ria)||Hastings, NE||Jun 1996 - Jun 2015||19|
|Oakeson, Steiner, And Lindsteadt||Hastings, NE||Dec 1995 - Jun 2015||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
Total Assets Under Management4,124MILLIONS
Total Number of Accounts3,881ACCOUNTS
Average Account Value$1,062,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA
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