Aaron Andrew Lindberg
Investment adviser representative at Kingdom Legacy Advisors
17 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$196.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Kingdom Legacy AdvisorsMar 2025 to now
- Gen Financial Management, Inc.Apr 2018 to now
- Ameriprise Financial Services, Inc.Dec 2009 to Apr 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Kingdom Legacy Advisors
Legal name: Kingdom Legacy Advisors Corporation
$196.5MAssets managed
223Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2815255
- Firm CRD
- 334847