Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lindgren is a financial advisor at Osaic Wealth, Inc. Erik has been working in the financial services industry since 1998 and has a wide range of experience. Erik is a Certified Financial Planner™ and a Chartered Financial Consultant. Erik provides financial advice and investment management services to individuals, families, and businesses. Erik is also involved in the community and is active in several local organizations. Erik is registered to provide investment advice and sell securities in 28 states and the District of Columbia. Erik has a strong commitment to helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
MN
01/28/2025 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
01/30/1998 - 05/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/30/1998 - 05/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Lindgren is the right advisor for you? Invested Better is here to help.
