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Steven Michael Lindell

Independent Financial Partners

Edina, MN

CRD 1034230

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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 2015-02-10
  • MN RA
    APPROVED
    Since 2015-02-10

Branch Locations

7301 Ohms Lane Suite 135, Edina, MN 55439 • 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
Landmark Advisors Edina MN 01/1999 Present
Lpl Financial Llc Edina MN 11/2010 05/2019
Independent Financial Partners Edina MN 08/2012 Present
Ifp Securities, Llc Edina MN 05/2019 Present
Previous Registrations
  • 2010-11-30 → 2011-12-21
    Fort Mill, SC
    Bryan, OH
    Edina, MN
  • 2009-10-19 → 2010-11-30
    Nrp Advisors, Inc.
    Bryan, OH
Other Businesses

(1) 11/16/2010 - Landmark Advisors - INV REL - AT REPORTED LOCATION - DBA (2) 07/28/2011 - Landmark Financial Advisors - DBA - INV REL - AT REPORTED LOCATION - Registered Rep and IAR. (3) 12/05/2013 - Independent Financial Partners, a Registered Investment Advisor - Investor relations - DBA for IFP as Landmark Advisors LLC. 100% time spent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-08-23
S63 Uniform Securities Agent State Law Examination 1982-03-12
  • S65 Uniform Investment Adviser Law Examination
    1991-08-23
  • S63 Uniform Securities Agent State Law Examination
    1982-03-12

View on SEC IAPD

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