Lindner Capital Advisors, Inc.

Lindner Capital Advisors, Inc. (CRD# 108584) is a financial advisory firm headquartered in Marietta, GA. They manage $550,718,681 in 2,379 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    551
    MILLION
  • Total Number of Accounts
    2,379
    ACCOUNTS
  • Average Account Value
    $231,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WI

Financial Advisors at Lindner Capital Advisors, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Stephen M. Cain
CRD#: 3274337
600 Village Trace, Building 23, Suite 300, Marietta, GA 30067
96
Wealthminder
score

Stephen Cain (CRD# 3274337) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 18 years of experience in the finance industry. Stephen Cain 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.

2
Robert J. Lindner
CRD#: 852145
533 Johnson Ferry Road, Marietta, GA 30068
96
Wealthminder
score

Robert Lindner (CRD# 852145) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 34 years of experience in the finance industry. Robert Lindner 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.

3
Paul C. Lorentzen
CRD#: 2387224
533 Johnson Ferry Road, Marietta, GA 30068
96
Wealthminder
score

Paul Lorentzen (CRD# 2387224) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 24 years of experience in the finance industry. Paul Lorentzen 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.

4
Nancy H. Warnick
CRD#: 2936880
600 Village Trace Ne, Bldg 23, Marietta, GA 30067
96
Wealthminder
score

Nancy Warnick (CRD# 2936880) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 20 years of experience in the finance industry. Nancy Warnick 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.

5
Kendall S. Borchardt
CRD#: 2308029
600 Village Trace, Building 23, Suite 300, Marietta, GA 30067
93
Wealthminder
score

Kendall Borchardt (CRD# 2308029) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 24 years of experience in the finance industry.

6
Jeffrey B. Kopp
CRD#: 3069742
Jacksonville, FL
93
Wealthminder
score

Jeffrey Kopp (CRD# 3069742) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.

7
Patricia J. Posada
CRD#: 1597807
600 Village Trade Ne, Bldg 23 Ste 300, Marietta, GA 30067
93
Wealthminder
score

Patricia Posada (CRD# 1597807) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 30 years of experience in the finance industry.

8
Linda P. Rose
CRD#: 2625366
600 Village Trace, Bldg 23, Suite 300, Marietta, GA 30067
93
Wealthminder
score

Linda Rose (CRD# 2625366) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 20 years of experience in the finance industry.

9
Todd J. Smallwood
CRD#: 2131710
600 Village Trace, Building 23, Suite 300, Marietta, GA 30067
93
Wealthminder
score

Todd Smallwood (CRD# 2131710) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 26 years of experience in the finance industry.

10
Patrick A. Thomas
CRD#: 735354
600 Village Trace Ne, Bldg 23 Ste 300, Marietta, GA 30067
93
Wealthminder
score

Patrick Thomas (CRD# 735354) is an Investment Advisor Representative working at Lindner Capital Advisors, Inc. in Marietta, GA and has over 36 years of experience in the finance industry.

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