Steven Quinton Lindgren
Investment adviser representative at Crown Wealth Group LLC
13 yearsExperience
1 stateRegistered in
$502.4MFirm assets
5 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Crown Wealth Group LLCMar 2019 to now
- UnemployedMar 2019 to Mar 2019
- Questar Asset ManagementOct 2017 to Mar 2019
- Questar Capital & Asset ManagementSep 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Crown Wealth Group LLC
$502.4MAssets managed
254Clients
8Advisers
5 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
- 5561660
- Firm CRD
- 299732