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 28 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||3|
|Pathway Bank||Grand Island, NE||Nov 2012 - Current||4|
|Osl, Inc. (ria)||Hastings, NE||Jun 1996 - Current||21|
|Hastings Area Basketball Club||Hastings, NE||Jun 1996 - Current||21|
|The Principal Financial Group||Hastings, NE||May 1995 - Current||22|
|Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.)||Hasting, NE||Dec 1994 - Current||22|
|Ids Life Insurance Co,||Minneapolis, MN||Jul 1983 - Current||34|
|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
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.