Troy J Lindberg

Advisor at Edward Jones — Crookston, MN Sahlstrom Dr

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Crookston, MN 56716

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Troy Lindberg is a financial advisor with Edward Jones in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Invest Financial Corp and American Federal Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Crookston, MN Sahlstrom Dr

2015 Sahlstrom Dr Suite 1

Crookston MN 56716

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

30 years of industry experience

Edward Jones

2017 - Present • 9 years

St. Louis, MO

Invest Financial Corp

2003 - 2017 • 14 years

Tampa, FL

American Federal Bank

1997 - 2017 • 20 years

Ada, MN

Disclosures

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

Business activities & affiliations

user avatar

Anastasia H

Series 66

Crookston, MN

Packerland Brokerage Services, Inc.

Anastasia Hess is a financial advisor at Packerland Brokerage Services, Inc. in Crookston, MN, holding a Series 66 designation with one year of industry experience. She has prior experience with BFB Management, LLC and North Shore Resort Company, where she held roles related to resort management. Outside of her advisory work, she is involved with BFB Management Co. LLC as a Human Resources Director, overseeing 401(k) administration without compensation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, managing over $900 million in client assets and providing a range of investment solutions including third-party manager oversight and fee-based programs.

Retirement income strategy Options & derivatives strategies Wealth management
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Rose K

CFP®, Series 66

Crookston, MN

Packerland Brokerage Services, Inc.

Rose Koch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2017. She previously worked at Questar Capital Corporation for nine years and was involved with Dennis Koch for 25 years. Rose is also a registered representative for Sanum Financial Services, where she provides financial planning and insurance services. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a platform that incorporates both direct and third-party investment solutions, including separately managed accounts and unified managed accounts.

Retirement income strategy Options & derivatives strategies Wealth management
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Annette T

Series 63, Series 65

Crookston, MN

LPL Financial

Annette Thompson is a financial advisor with LPL Financial in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked at Bremer Bank and Raymond James Financial Services, each for 13 years, and is currently associated with Old National Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ben T

Series 66

Crookston, MN

Edward Jones

Ben Trostad is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Pruco Securities LLC and Bremer Bank. Outside of his advisory work, he coaches the Crookston Boys Hockey team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Bryn S

Series 66

Crookston, MN

Edward Jones

Bryn Seay is a Series 66 licensed financial advisor at Edward Jones in Crookston, MN, with four years of industry experience. Prior to joining Edward Jones in 2021, Bryn worked for seven years at Rydell Auto Center. Outside of advising, Bryn is involved in selling sports cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory and investment management services supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Dustin B

Series 66

Crookston, MN

Edward Jones

Dustin Buse is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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