Joni Lindquist, financial advisor Overland Park KS
92 score

Joni Lindquist

CRD Number: 6187849
Current Firm: Khc Wealth Management

Joni Lindquist (CRD# 6187849) is an Investment Advisor Representative working at Khc Wealth Management in Overland Park, KS and has over 3 years of experience in the finance industry. Joni Lindquist 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
Khc Wealth Management Overland Park, KS Mar 2007 - Current 9
Probiotic Holdings Kansas City, MO Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Joni K. Lindquist
Phone Number: 913-345-1881
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    1,301
    ACCOUNTS
  • Average Account Value
    $233,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

AZ, FL, KS, LA, MO, NE, TX

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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