John Schroder
Lindenwood Financial · Madison, Wisconsin
John Schroder is a fee-only financial advisor at Lindenwood Financial in Madison, Wisconsin. Lindenwood Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lindenwood Financial |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.7M across 53 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8288591 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lindenwoodfinancial.com |
How John's firm compares
- Lindenwood Financial's average account is about $127,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about John
Is John Schroder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Lindenwood Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Lindenwood Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Schroder based?
John Schroder is based in Madison, Wisconsin.
Is John Schroder registered with the SEC?
Yes. John Schroder is registered as an investment adviser representative in WI (CRD 8288591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lindenwood Financial manage?
Lindenwood Financial reports $6.7M across 53 accounts in assets under management.
How do I contact John Schroder?
Through John's website, www.lindenwoodfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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