Katheryn Marie Lindquist

Employer firm

Lindenwood Financial LLC CRD 327390

$6.74M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 02/2021
  Central Wealth Management
  Madison, WI
• 06/2019 → 03/2020
  N/A
  Madison, WI
• 09/2018 → 06/2019
  Dotcom Therapy
  Madison, WI
• 06/2017 → 09/2018
  Heartland Financial Usa
  Madison, WI
• 10/2013 → 06/2017
  Great Midwest Bank
  Madison, WI
• 05/2021 → 05/2023
  T. Anton Investment House, Inc.
  Middleton, WI
• 05/2023 → Present
  Lindenwood Financial Llc
  Madison, WI

Previous Registrations

• 2021-05-11 → 2023-05-17
  T. Anton Investment House, Inc.
  Madison, WI
• 2021-01-29 → 2021-02-19
  Central Wealth Management Llc
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-29

Designations

• Certified Financial Planner

Other Names

• Katie Marie Lindquist
• Katie Lindquist