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Joni Kay Lindquist

Aspyre Wealth Partners

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About Joni Kay Lindquist

Joni Lindquist is a financial advisor at Aspyre Wealth Partners. Joni holds the Series 65 license and is a Certified Financial Planner. Joni has been in the industry since March 2007. Aspyre Wealth Partners is a Registered Investment Advisor firm based in Overland Park, KS. Joni is a Registered Investment Advisor representative in Kansas. Joni works with individuals and high-net-worth individuals. Aspyre Wealth Partners' client base consists of 65 individuals and high-net-worth individuals. The firm's total assets under management are over $500 million. Joni focuses on developing financial plans and investment strategies tailored to each client's needs. Aspyre Wealth Partners offers various advisory services, including financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Joni Lindquist is currently registered with Aspyre Wealth Partners. Aspyre Wealth Partners is a registered investment advisor located in Overland Park, Kansas. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Aspyre Wealth Partners has $534,833,453 in regulatory assets under management and 1,295 total accounts. The firm's website addresses include: https://twitter.com/aspyrewealthkc, https://www.instagram.com/aspyrewealthkc/, https://www.youtube.com/channel/UCSn9mH-5arT4NnP0XcGajSg, https://www.linkedin.com/company/aspyrewealth/, https://www.facebook.com/aspyrewealthpartners/, and https://aspyrewealth.com.
Aspyre Wealth Partners

10000 COLLEGE BLVD., SUITE 260

OVERLAND PARK, KS 66210

$534.83M

Assets Under Management

65

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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

Net worth

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Joni Lindquist’s Registration & Firm History

KS

05/23/2013 - Present

Aspyre Wealth Partners (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 05/22/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joni Kay Lindquist.
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