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Craig Lindstrom

32 Years of Experience
Lindstrom, MN
Broker

Craig Lindstrom is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lindstrom, MN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

30626 Lincoln Road, Lindstrom, MN, 55045

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig works as a financial advisor, providing financial and retirement planning services for The Rivergroup Financial Advisors. This takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2013 - Present · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2002 - Present · 23 yrs 7 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
September 2001 - November 2002 · 1 yr 2 mos
Financial Network Investment CorporationBroker
November 1994 - August 2001 · 6 yrs 9 mos
Aal Capital Management CorporationBroker
March 1993 - November 1994 · 1 yr 8 mos
State Registrations10 states
AZFLIAKSMNOKSDTXWAWI
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.
Craig Lindstrom - Financial Advisor | TrueAdvisor