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Chad Michael Lindell

Independent Financial Partners

Edina, MN

Tampa, FL

CRD 2808567

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-25
  • MN RA
    APPROVED
    Since 2024-11-25

Branch Locations

7301 Ohms Lane, Edina, MN 55439 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Edina MN 08/2012 05/2019
Independent Financial Partners Edina MN 04/2016 Present
Ifp Securities, Llc Edina MN 05/2019 Present
  • 08/2012 → 05/2019
    Lpl Financial Llc
    Edina, MN
  • 04/2016 → Present
    Independent Financial Partners
    Edina, MN
  • 05/2019 → Present
    Ifp Securities, Llc
    Edina, MN
Other Businesses

1. 9/19/2012: Landmark Advisors - Investment Related - At Reported Business Location(s) - DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2013-01-19
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2013-01-19

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

More in Edina, MN

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