Katheryn Lindquist
Lindenwood Financial LLC · Madison, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- High earners
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 | $6.7M across 53 accounts |
| Credentials | ABFP · AWMA · CFP · MPAS · MSPFP · MSFP |
| SEC registration | Investment adviser representative in WI · CRD 7271893 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lindenwoodfinancial.com |
| Profile |
How Katheryn's firm compares
- Lindenwood Financial LLC's average account is about $127,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Katheryn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Lindenwood Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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