John William Lindberg
Investment adviser representative at Strategic Wealth Group
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Strategic Wealth GroupJan 2023 to now
- LPL FinancialJan 2023 to now
- Strategic Wealth Group Registered Investment Advisors, LLCJan 2023 to now
- Sole ProprietorJan 2015 to now
- MML Investors Services, LLCMar 2017 to Jan 2023
- Mass Mutual Life Insurance CompanyJul 2016 to Jan 2023
- Metlife Securities, Inc.Feb 2007 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 yearsIn 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
- 5304163
- Firm CRD
- 284430