William Lindsteadt, financial advisor Hastings NE
96 score

William Lindsteadt

CRD 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.

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Professional Designations
Company Name Location Dates Years
Resources Investment Advisors, Inc. Hastings, NE Mar 2014 - Current 2
Pathway Bank Grand Island, NE Nov 2012 - Current 4
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 22
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
Contact Info for William J. Lindsteadt
Phone Number: 913-338-5300
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    4,124
    MILLIONS
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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