Kingdom Legacy Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. It offers discretionary asset management through managed account programs and financial planning or consulting, and requires a $500,000 minimum to open an advisory account.
Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. The firm states a primary objective of helping clients maintain purchasing power over the long term, seeks market risks for which clients are compensated, and performs at least quarterly account reviews.
This firm’s organizational profile is distinctive for its client concentration: a single advisor manages roughly 223 client accounts with about $196.5 million in discretionary assets, a client-to-advisor ratio that is uncommon among similar supported firms. The firm also discloses operational features that are less typical — the principal spends time offering insurance products, the adviser is deemed to have limited custody because it accesses client credentials for held‑away accounts, and it uses third‑party service providers that incorporate artificial intelligence subject to periodic due diligence.
Client services
Expertise
Fee options
Fixed fees for financial planning services range from $1,000 to $10,000 per project
$0 - $500,000: 1.30% $500,001 - $1,500,000: 0.85% $1,500,001 - $2,500,000: 0.70% $2,500,001 - $3,500,000: 0.60% $3,500,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Account minimum: $500,000
Main office
Minnetonka MN
Advisors at this office
3
Most active in
Arizona · California · Florida · Louisiana · Minnesota · Nebraska · Texas
Also doing business as
Kingdom Legacy Advisors · Kingdom Legacy Advisors Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Aaron L
CFP®, CFA®, Series 66
Minnetonka, MN
Kingdom Legacy Advisors
Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 28 years of industry experience. He has worked at Kingdom Legacy Advisors since 2025 and previously at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. He is based in Minnetonka, MN. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and tailors investment advice to each client’s objectives, employing various strategies such as asset allocation and dollar-cost averaging.
Barbara M
CFP®, Series 63, Series 65
Minnetonka, MN
Kingdom Legacy Advisors
Barbara Mahr is a CFP® professional with 33 years of industry experience, currently serving at Kingdom Legacy Advisors since 2026. She previously worked at Ameriprise Financial Services, Inc. for 18 years and BlueStem Wealth Partners for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations, tailoring investment advice to client objectives and performing at least quarterly account reviews.
Austin L
CFP®
Minnetonka, MN
Kingdom Legacy Advisors
Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.
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