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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| ND | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
430 3Rd Street N, Dassel, MN 55325 • United States
330 Broadway Avenue South, Cokato, MN 55321 • United States
600 Demers Ave Suite 206, Grand Forks, ND 58201 • United States
110 4Th Avenue Ne, Hutchinson, MN 55350 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Hutchinson | MN | 10/2002 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Independant School District 466 | Cokato | MN | 01/2009 | Present |
| Osaic Wealth, Inc. | Hutchinson | MN | 09/2023 | Present |
1. LINDER FARMS LLC, NO, 16261 Csah 15, Dassel, MN 55325, LLC, COMM. 07/07, 1/1, PARTNER, COLLECT RENT ON FARM LAND AND HOUSE; OTHER: 2. CORPORATE IAR, YES, 124 4TH AVE NE, HUTCHINSON, MN 55350, THIRD PARTY MONEY MANAGEMENT, CORPORATE IAR THROUGH SPF, FALL/2011, LESS THAN 5HRS/MONTH, LESS THAN 5HRS DT, THIRD PARTY MONEY MANAGEMENT. 3. JM LINDER HOLDINGS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2018 ADDRESS: 430 3rd St, Dassel, MN 55325 DESCRIPTION: it is a LLC that we put our office building into when we bought it for tax and liability purposes. no activity really. 4. LINDER INVESTMENTS INC. POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2018 ADDRESS: 430 3rd St, Dassel, MN 55325 DESCRIPTION: payroll and book keeping 5. LINDER FINANCIAL RESOURCES POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2022 ADDRESS: 430 3rd St, Dassel, MN 55325 DESCRIPTION: meet with clients and prospects. Help with retirement planning issues. 6. MARK LINDER POSITION: trustee NATURE: personal INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/06/2023 ADDRESS: 16261 Csah 15, Dassel, MN 55325 DESCRIPTION: I have been named as trustee of my uncle Joe Svoboda's estate. So I will be doing the duties of trustee for the estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
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