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LINDENWOOD FINANCIAL LLC

CRD 327390

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622 WEST WASHINGTON AVENUE, SUITE 100, MADISON, WI, 53703, United States

Phone

608-218-4646

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$6.7M

Discretionary AUM

$6.7M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals9$2.0M
High net worth individuals5$4.7M

All web addresses on file

Official SEC filing: View on IAPD