Lindsey Keen (CRD# 7776108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ely, MN and has 1 year of experience in the finance industry.
CRD# 5227872
Osaic Wealth, Inc.
CRD# 2974905
Lpl Financial LLC
CRD# 1689223
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Ely, MN | Jul 2023 - Current | < 1 |
State Farm Vp Management Corp | Ely, MN | Jul 2023 - Current | < 1 |
Lindsey Keen Insurance Agency | Ely, MN | Jun 2019 - Current | 4 |
State Farm Insurance | Bloomington, IL | Jan 2019 - Jun 2019 | < 1 |
Hoaglund Insurance And Financial Svcs Inc. | Champlin, MN | Apr 2015 - Jan 2019 | 3 |
Chuck Swenson Ins Agency Inc. | Cambridge, MN | Nov 2009 - Apr 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
S63 | Uniform Securities State Law Examination | Jun 2022 |
- MN
- WI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.