Norman A. Lindahl

LINDAHL & MANSAGER

Fairlawn, OH 44333

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CRD#: 1260245

Professional summary

Norman Allan Lindahl, CFP® is a registered financial advisor currently at LINDAHL & MANSAGER INC located in Fairlawn, Ohio.

Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Norman has worked at 6 firms and has passed the Series 63, Series 2 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Allan Lindahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

June 4, 2012 - Present

LINDAHL & MANSAGER INC

Office #1: 3075 Smith Road, Suite 103, Fairlawn, OH 44333

RIA

CRD#: 107111

Fairlawn, OH

Past

July 6, 1992 - December 31, 1992

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Past

September 8, 1989 - July 6, 1992

KAVANAUGH SECURITIES, INC.

CRD#: 10606

Past

October 8, 1986 - September 21, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

April 2, 1986 - October 10, 1986

VESTAX SECURITIES CORPORATION

CRD#: 10332

Past

April 18, 1984 - April 10, 1986

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINDAHL & MANSAGER INC

CRD#: 107111 / SEC#: 801-114168

RIA

Registered Investment Advisory firm - (10/22/2018 Approved)

Ohio

Registered Investment Advisory firm - (11/9/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/4/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/19/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 1/3/1995

Non-Member General Securities Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Current Firm

LINDAHL & MANSAGER INC

CRD#: 107111 / SEC#: 801-114168

RIA

Registered Investment Advisory firm - (10/22/2018 Approved)

Ohio

Registered Investment Advisory firm - (11/9/2018 Terminated)

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Contact information

Main Address

3075 Smith Road, Suite 103, Fairlawn, OH 44333

Mailing Address

Phone number

(330) 665-0655

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIINDAHL & MANSAGER INC (3/31/2025)

LINDAHL & MANSAGER,INC (3/31/2025)

LINDAHL & MANSAGER, INC. BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	756
AUM (Assets Under Management)	$ 192,663,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Norman A. Lindahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Allan Lindahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

KAVANAUGH SECURITIES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

VESTAX SECURITIES CORPORATION

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

LINDAHL & MANSAGER INC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/19/1984

Series 2

Date: 1/3/1995

Series 7

Date: 4/14/1984

Current Firm

LINDAHL & MANSAGER INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINDAHL & MANSAGER INC

TRUST BUT VERIFY

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