Steven Lindgren
Steven Lindgren is a registered investment advisor at Crown Wealth Group LLC, based in Charlotte, NC, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 248 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crown Wealth Group charges an annual fee based on the value of your portfolio, ranging from 0.85% to 1.70%. The exact fee is negotiable and will be specified in your advisory agreement.
Location
2108 South Boulevard, Unit 300, Charlotte, NC, 28203
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent providing various types of life insurance, dedicating a few hours per week to this activity. He also serves on the board of directors for the Charlotte Economics Club, focusing on sponsorships and networking, dedicating minimal time to this role.
Employment History
Current Registrations
Crown Wealth Group LLC
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Northland Securities, INC.Broker
Sanford C. Bernstein & CO., LLCBroker
State Registrations1 state
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.