James Stuart Linderer

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-09-30

Branch Locations

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

Organization	City	State	From	To
Waddell & Reed	Overland Park	KY	04/2018	08/2021
U.S. Bancorp Investments, Inc.	Kansas City	MO	10/2016	03/2018
Andrew Watters	Kansas City	MO	08/2021	10/2021
Scott Penning	Sarasota	FL	08/2021	10/2021
Northwestern Mutual Investment Services Llc	Kansas City	MO	08/2021	10/2021
Northwestern Mutual Wealth Management Company	Milwaukee	WI	09/2021	10/2021
U.S. Bancorp Investments, Inc.	Hamilton	OH	11/2021	02/2026
Strategic Wealth Partners	Kansas City	MO	08/2021	10/2021
U.S. Bancorp Advisors, Llc	Hamilton	OH	09/2025	Present

2021-11-10 → 2026-02-13

U.S. Bancorp Investments, Inc.

Mason, OH

Hamilton, OH

Mason, OH

Cincinnati, OH

Kansas City, MO

Liberty, MO

Saint Paul, MN
2021-08-26 → 2021-11-08

Northwestern Mutual Investment Services, Llc

Kansas City, MO
2018-04-09 → 2021-08-23

Waddell & Reed

Overland Park, KS

Overland Park, KS
2016-10-13 → 2018-04-03

U.S. Bancorp Investments, Inc.

Kansas City, MO

Kansas City, MO
2014-09-25 → 2016-08-16

Bfc Planning, Inc.

Gladstone, MO

Cedar Rapids, IA
2013-11-12 → 2014-09-26

Integrity Alliance, Llc.

Urbandale, IA

Gladstone, MO
2006-01-24 → 2013-03-26

Cetera Advisors Llc

Kansas City, MO

Overland Park, KS

Overland Park, KS

Overland Park, KS
2004-09-03 → 2004-12-31

Prosperity Network, Inc

Overland Park, KS

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-06-11
S63	Uniform Securities Agent State Law Examination	2000-08-21