Steven Hansen Lind
Investment adviser representative at Navigate Wealth Management, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.6MFirm 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
Experience
31 years in the industry.
- Navigate Wealth Management, LLCDec 2021 to now
- Stonebridge Advisors, LLCDec 2017 to now
- Lind Professional CorporationJan 1995 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Navigate Wealth Management, LLC
$429.6MAssets managed
274Clients
6Advisers
8 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
- 6028410
- Firm CRD
- 173770