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Kelly Lee Lindeman

Advisor at LPL Enterprise — Montevideo, MN Grove Ave

Updated today

Credentials

Series 66

Experience

6 years

Location

Montevideo, MN 56265

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 866 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Kelly Lindeman is a financial advisor with LPL Enterprise, holding a Series 66 credential and having six years of industry experience. His prior work background includes a lengthy tenure at Minnwest Bank from 1998 to 2020, followed by roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Lindeman owns and operates a 55-acre cash grain farm and serves as a volunteer board member for the Montevideo Industrial Development Corporation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap fee program.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Montevideo, MN Grove Ave

1319 Grove Ave

Montevideo MN 56265

Advisors at this office

2

Most active in

Minnesota

Work history

6 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Montevideo, MN

Prudential Insurance Company of America

2020 - Present • 6 years

Montevideo, MN

Pruco Securities, LLC.

2020 - 2024 • 4 years

Montevideo, MN

Unemployed

2020 - 2020 • 1 year

Montevideo, MN

Minnwest Bank

1998 - 2020 • 22 years

Montevideo, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mitchell T

CFP®, Series 63

Montevideo, MN

MJT & Associates Financial Advisory Group, Inc.

Mitchell Thompson is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at MJT & Associates Financial Advisory Group, Inc. Prior to founding MJT & Associates in 2014, he worked at Cambridge Investment Research Advisors, Inc. from 2014 to 2018. In addition to his advisory role, he provides consulting focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach incorporating Modern Portfolio Theory and technical analysis, managing diversified portfolios with ongoing monitoring and formal annual reviews.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
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Mark J

ChFC®, Series 63, Series 66

Granite Falls, MN

Thrivent Investment Management

Mark Jensen is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Jensen has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for several local organizations including the Yellow Medicine East scholarship fund, Yellow Medicine Community Education, and Avera-Granite Falls Hospital and Manor, and assists clients with health insurance coverage through the MNsure exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics but does not include implementation of recommendations. The firm emphasizes ongoing client engagement through planning and managed-account programs while maintaining separate service arrangements.

Business ownership considerations
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Aaron J

Series 66

Montevideo, MN

Cetera

Aaron Jaenisch is a financial advisor with Cetera in Montevideo, MN, holding a Series 66 designation and six years of industry experience. He previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he assists on his family farm with livestock, crop harvesting, and equipment maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that enables advisors to implement various investment strategies with discretionary or non-discretionary authority.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

James B

Series 66

Montevideo, MN

Edward Jones

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

Business ownership considerations
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Harold G

Series 66

Granite Falls, MN

Thrivent Investment Management

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

Business ownership considerations
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