Lindenwood Financial LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 327390
- Website
- www.lindenwoodfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.82%
- Individuals30.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lindenwood Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include a percentage-of-assets model as well as fixed fees. Lindenwood is identified as a capital allocator and is flagged as an active ESG investor, which suggests sustainability considerations play a role in its investment selection.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
John Schroder
Chief Operating OfficerCRD 8288591
Contacts
1 of 1Katheryn Lindquist
Investment AdvisorCRD 7271893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 622 W Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
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