Aaron Lindberg
Kingdom Legacy Advisors · Minnetonka, Minnesota
Aaron Lindberg is a fee-only financial advisor at Kingdom Legacy Advisors in Minnetonka, Minnesota, who holds the CFP and CFA credentials. Kingdom Legacy Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kingdom Legacy Advisors |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $196.5M across 823 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 2815255 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kingdomlegacyadv.com |
| Profile |
How Aaron's firm compares
- Kingdom Legacy Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 823 accounts).
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Questions about Aaron
Is Aaron Lindberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Kingdom Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Kingdom Legacy Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Aaron charge?
According to Kingdom Legacy Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Aaron Lindberg based?
Aaron Lindberg is based in Minnetonka, Minnesota.
What credentials does Aaron Lindberg hold?
Aaron Lindberg holds the CFP and CFA credentials.
Is Aaron Lindberg registered with the SEC?
Yes. Aaron Lindberg is registered as an investment adviser representative in MN and TX (CRD 2815255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kingdom Legacy Advisors manage?
Kingdom Legacy Advisors reports $196.5M across 823 accounts in assets under management.
How do I contact Aaron Lindberg?
Through Aaron's website, kingdomlegacyadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kingdom Legacy Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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