Joshua J Lindsteadt
Investment adviser representative at Wells Fargo Investment Institute, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$43BFirm 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.
- Portfolio management
Experience
11 years in the industry.
- Wells Fargo Investment Institute, Inc.Nov 2021 to now
- Wells Fargo Private BankMar 2015 to Nov 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 5675958
- Firm CRD
- 133204