Michael James Lindeman
Investment adviser representative at Lido
10 yearsExperience
2 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Michael James Lindeman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LidoApr 2025 to now
- Lido Advisors, LLCApr 2025 to now
- RBC Capital Markets, LLC.Jun 2019 to Mar 2025
- RBC Capital Markets, LLC.Feb 2019 to May 2019
- RBC Capital Markets, LLC.Jun 2018 to Aug 2018
- City of Fitchburg RecreationAug 2017 to Mar 2019
- Fun Times Rv CenterMay 2017 to Sep 2017
- University of Wisconsin- MadisonSep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 6972751
- Firm CRD
- 269866