# Katheryn Lindquist

> Katheryn Lindquist is a fee-only financial advisor at Lindenwood Financial LLC in Madison, Wisconsin, who holds the ABFP, AWMA and CFP credentials. Katheryn focuses on retirement planning, tax planning and estate & legacy planning. Lindenwood Financial LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katheryn-lindquist/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Lindenwood Financial LLC
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $750,000 or more
- **Assets under management (firm):** $6.7M across 53 accounts
- **Credentials:** ABFP, AWMA, CFP, MPAS, MSPFP, MSFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, High earners
- **CRD:** 7271893 (https://adviserinfo.sec.gov/individual/summary/7271893)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://lindenwoodfinancial.com

## Frequently asked questions

### Is Katheryn Lindquist a fee-only financial advisor?

Yes. Katheryn Lindquist is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katheryn's firm.

### How does Katheryn charge for financial advice?

Katheryn's firm, Lindenwood Financial LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Katheryn charge?

According to Lindenwood Financial LLC's website, checked October 28, 2026: typically works with clients with $750,000 or more.

### Where is Katheryn Lindquist based?

Katheryn Lindquist is based in Madison, Wisconsin.

### What does Katheryn specialize in?

Katheryn's specialties include retirement planning, tax planning and estate & legacy planning. Katheryn works with retirees and high earners.

### What credentials does Katheryn Lindquist hold?

Katheryn Lindquist holds the ABFP, AWMA, CFP, MPAS, MSPFP and MSFP credentials.

### Is Katheryn Lindquist registered with the SEC?

Yes. Katheryn Lindquist is registered as an investment adviser representative in WI (CRD 7271893), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lindenwood Financial LLC manage?

Lindenwood Financial LLC reports $6.7M across 53 accounts in assets under management.

### How do I contact Katheryn Lindquist?

Through Katheryn's website, lindenwoodfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50343): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lindenwoodfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.