Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lindell is a financial advisor with over 30 years of experience in the industry. Steven is registered to provide investment advice in Minnesota and Wisconsin. Steven's expertise is in financial planning, pension consulting, and investment management. He works with individuals, corporations, and charitable organizations. Steven currently works with Independent Financial Partners and has previous experience with LPL Financial LLC, NRP Financial, INC., Woodbury Financial Services, INC., Financial Telesis INC, MONY Securities Corporation, Trusted Securities Advisors Corp., Evern Securities, INC., Principal Financial Securities,INC., Smith Barney INC., Painewebber Incorporated, Drexel Burnham Lambert Government Securities INC., Drexel Burnham Lambert Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
09/21/2011 - Present
Independent Financial Partners (EDINA MN)
MN
11/30/2010 - 05/23/2019
LPL FINANCIAL LLC (EDINA MN)
MN
10/16/2009 - 11/30/2010
NRP FINANCIAL, INC. (EDINA MN)
MN
03/16/2006 - 10/19/2009
WOODBURY FINANCIAL SERVICES, INC. (EDINA MN)
MN
10/08/2004 - 03/16/2006
FINANCIAL TELESIS INC (MINNEAPOLIS MN)
NY
12/02/2003 - 10/13/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/14/1999 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MO
05/11/1998 - 01/08/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
08/29/1997 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
01/31/1992 - 09/16/1997
SMITH BARNEY INC. (NEW YORK NY)
NJ
05/04/1989 - 02/05/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/13/1989 - 04/07/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
03/19/1984 - 05/09/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/02/1982 - 03/19/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/23/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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