Jeffrey Lindell is a CFA-designated registered investment advisor, based in Buffalo, MN, with 12 years of industry experience.
Location
Buffalo, MN
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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.
Learn about disclosures →Employment History
Current Registrations
American Enterprise Investment Services INC.Broker
January 2017 - Present · 9 yrs 4 mos
American Enterprise Investment Services INC.
January 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
February 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLC
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2014 - February 2015 · 10 mos
Cetera Advisor Networks LLCBroker
February 2014 - February 2015 · 1 yr
State Registrations1 state
MN
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.