Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lindell is a financial advisor at Independent Financial Partners in Edina, Minnesota. Chad has been in the financial industry since 2008 and has experience in providing investment advice to individuals, families, and businesses. Chad specializes in financial planning, retirement planning, and investment management. He has a Series 6, Series 63, and Series 65 licenses and has passed the SIE exam. Chad is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
MN
11/25/2024 - Present
Independent Financial Partners (Edina MN)
MN
10/15/2012 - 05/23/2019
LPL FINANCIAL LLC (EDINA MN)
CO
04/09/2008 - 07/07/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
10/08/2007 - 02/28/2008
INVESTACORP, INC. (AURORA CO)
IA
Issued 05/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Lindell is the right advisor for you? Invested Better is here to help.
