Edina, MN Office

Team
Updated today

Client AUM

$11,851,178,380

Clients

52,539

Advisors

2

Of 314 advisors across 165 offices

Location

7301 Ohms Lane

Edina MN 55439

Advisors at this office

2

Advisors at this office

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Steven L

Series 63, Series 65

Edina, MN

Independent Financial Partners

Steven Lindell is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Landmark Advisors, where he is also involved in investor relations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Chad L

Series 63, Series 65

Edina, MN

Independent Financial Partners

Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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