JL
JL

John Lindquist

39 Years of Experience
Wheeling, IL
Broker

John Lindquist is a registered investment advisor at Cetera Investment Advisers LLC, based in Wheeling, IL, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

307 South Milwaukee Avenue, Suite 107, Wheeling, IL, 60090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a CPA and tax preparer since 1980, preparing tax returns and supervising staff. He also provides investment services as a financial advisor, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2000 - Present · 26 yrs 1 mo
Cetera Financial Specialists LLCBroker
October 1986 - Present · 39 yrs 7 mos
State Registrations5 states
FLIDILWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.