Troy Lindberg

Advisor at Edward Jones

Updated today

Location

Crookston, MN 56716

Credentials

Series 63, Series 65

Industry experience

30 years

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

2015 Sahlstrom Dr Suite 1

Crookston, MN 56716

Most active in

Minnesota · Texas

Work history

Edward Jones

2017 - Present (9 years)

Invest Financial Corp

2003 - 2017 (14 years)

American Federal Bank

1997 - 2017 (20 years)

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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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® with 18 years of industry experience, currently affiliated with Packerland Brokerage Services, Inc. She has worked at Packerland since 2017 and previously held positions at Questar Capital Corporation and Dennis Koch. Koch is also a registered representative at Sanum Financial Services, where she is involved in financial planning, insurance, and securities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized planning with discretionary or non-discretionary account management and utilizes the Hilltop/Envestnet platform to provide a range of managed account options.

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 Warren, MN, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has previously worked at Bremer Bank and Raymond James Financial Services for 13 years each before joining Old National Bank and LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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 exit / sale strategy General estate planning guidance Founder/Business Owner
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