A complete list of active advisors currently associated with Lindenwood Financial LLC

Warmer can help you find a great advisor at Lindenwood Financial LLC or one who fits your needs even better.

Lindenwood Financial LLC provides wealth management, financial planning (including project‑based engagements) and pension consulting to individuals, high‑net‑worth clients, and retirement plans. The firm operates as a fee‑only adviser and primarily delivers discretionary portfolio management and ongoing investment supervision, generally charging percentage‑of‑AUM fees. The firm develops individualized investment policies and asset allocation targets grounded in Modern Portfolio Theory, combining passive and active strategies and applying fundamental, technical, and cyclical analysis where appropriate. Lindenwood may employ third‑party managers and model portfolios (including XYPN Invest) and can construct portfolios with socially responsible criteria when requested by clients. Founded in 2023 and operating with two advisory principals, Lindenwood manages about $6.74 million for 14 clients, a scale that is small relative to many supported peers and that suggests a concentrated, high‑touch client base; the stated account minimum is $750,000 with case‑by‑case waivers. The firm also offers flat‑fee project planning ($3,000–$20,000), provides pension consulting, recommends Charles Schwab for custody, does not aggregate or block client trades, and discloses that it is fee‑only and does not accept sales‑based compensation.

To learn more about the advisors currently working at Lindenwood Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Katie Lindquist	Madison, WI	5
John Schroder	Madison, WI	0

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