Troy J Lindberg

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/1997 → 01/2017
  American Federal Bank
  Ada, MN
• 08/2003 → 01/2017
  Invest Financial Corp
  Tampa, FL
• 01/2017 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2003-09-09 → 2017-01-17
  Invest Financial Corporation
  Hallock, MN
  Fargo, ND
  Crookston, MN
  East Grand Forks, MN
  Fargo, ND
  Fergus Falls, MN
  Northwood, ND
  Fosston, MN
  Wahpeton, ND
  Warren, MN
  Ada, MN
  Ada, MN
• 2003-03-10 → 2003-09-16
  Cetera Wealth Services, Llc
  Ada, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-26
• S63 Uniform Securities Agent State Law Examination
  1995-11-07

Other Names

• Troy J Lindberg
• Troy Jonathan Lindberg