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Steven Quinton Lindgren

Crown Wealth Group LLC

Charlotte, NC

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Current Employers
Crown Wealth Group Llc

2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-03-08
  • NC RA
    APPROVED
    Since 2019-03-08

Branch Locations

2108 South Boulevard Unit 300, Charlotte, NC 28203 • 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
Questar Capital & Asset Management Minneapolis MN 09/2013 03/2019
Questar Asset Management Minneapolis MN 10/2017 03/2019
Crown Wealth Group Llc Charlotte NC 03/2019 Present
Unemployed Charlotte NC 03/2019 03/2019
  • 09/2013 → 03/2019
    Questar Capital & Asset Management
    Minneapolis, MN
  • 10/2017 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Charlotte, NC
  • 03/2019 → 03/2019
    Unemployed
    Charlotte, NC
Previous Registrations
  • 2017-11-02 → 2019-03-06
    Questar Asset Management, Inc.
    Charlotte, NC
    Minneapolis, MN
Other Businesses

1) STEVE LINDGREN POSITION: Insurance agent NATURE: Insurance agent providing various types of life insurance for friends, family and new clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2018 ADDRESS: 9115 HARRIS CORNERS PKWY, SUITE 250, CHARLOTTE NC 28269, United States DESCRIPTION: Research of life products. Speaking with potential clients 2) Charlotte Economics Club Board of Directors; Investment Related: No; Location: Charlotte, NC; Description of the business: Steve was just voted onto the board of the Charlotte Economics Club and will participate on the sponsorships committee; Responsibilities Duties: The sponsorships committee role will be: (i) driving corporate memberships (ii) working with the rest of the board to schedule speakers that local economists would like to hear from (iii) Driving individual membership (iv) Help facilitate professional networking for Charlotte professionals in finance and economic roles; Start date with business: 2020-12-09; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 3.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-04
S63 Uniform Securities Agent State Law Examination 2009-11-18
  • S66 Uniform Combined State Law Examination
    2015-06-04
  • S63 Uniform Securities Agent State Law Examination
    2009-11-18

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