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John William Lindberg

Strategic Wealth Group

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About John William Lindberg

John William Lindberg is a financial advisor with over 16 years of experience in the industry. John is currently registered with Strategic Wealth Group and has a Series 6, 7, and 63 license. John also has a Certified Financial Planner designation and is a registered Investment Advisor. John provides financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. John has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.

Firm Information

John Lindberg is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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John Lindberg’s Registration & Firm History

MN

01/06/2023 - Present

Strategic Wealth Group (EDEN PRAIRIE MN)

MN

03/25/2017 - 01/10/2023

MML INVESTORS SERVICES, LLC (Plymouth MN)

MN

03/27/2007 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)

MN

03/27/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)

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Licenses & Designations

BC

Issued 04/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John William Lindberg.
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