Steven Lindquist, financial advisor Sioux Falls SD
90 score

Steven Lindquist

CRD Number: 5963191
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Steven Lindquist (CRD# 5963191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sioux Falls, SD Dec 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls, SD Jul 2011 - Current 5
Augustana College Sioux Falls, SD Aug 2007 - Jun 2011 3
Augustana College Sioux Falls, SD Aug 2009 - May 2011 1
Wells Fargo Sioux Falls, SD Jun 2010 - Aug 2010 < 1
Sioux Falls Ymca Sioux Falls, SD Jun 2009 - Aug 2009 < 1
Austad's Golf Sioux Falls, SD May 2007 - Aug 2009 2
Michael's Steakhouse Sioux Falls, SD Feb 2007 - May 2007 < 1
Washington High School Sioux Falls, SD Jul 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Steven M. Lindquist
Phone Number: 800-637-7455
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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