Aaron A. Lindberg

KINGDOM LEGACY ADVISORS

PLYMOUTH, MN

Some features on this profile are disabled

CRD#: 2815255

Professional summary

Aaron Andrew Lindberg, CFP® is a registered financial advisor currently at KINGDOM LEGACY ADVISORS located in Plymouth, Minnesota.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Aaron has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 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 Aaron Andrew Lindberg'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: 2006

Experience

Current

March 26, 2025 - Present

KINGDOM LEGACY ADVISORS

RIA

CRD#: 334847

PLYMOUTH, MN

Past

September 25, 2018 - July 1, 2025

GEN FINANCIAL MANAGEMENT INC.

RIA

CRD#: 110179

Plymouth, MN

Past

January 4, 2010 - April 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MAPLE GROVE, MN

Past

December 18, 2009 - April 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MAPLE GROVE, MN

Past

November 27, 2002 - December 31, 2009

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

PLYMOUTH, MN

Past

January 2, 2001 - February 19, 2002

COLLIERS SECURITIES LLC

CRD#: 7477

MINNEAPOLIS, MN

Past

February 18, 1997 - January 4, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 18, 1997 - January 4, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

KINGDOM LEGACY ADVISORS

KINGDOM LEGACY ADVISORS | KINGDOM LEGACY ADVISORS CORPORATION

CRD#: 334847 / SEC#: 801-132069

RIA

Registered Investment Advisory firm - (3/25/2025 Approved)

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

Minnesota
(3/26/2025)

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

IAR

Series 66

Date: 2/5/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINGDOM LEGACY ADVISORS

KINGDOM LEGACY ADVISORS | KINGDOM LEGACY ADVISORS CORPORATION

CRD#: 334847 / SEC#: 801-132069

RIA

Registered Investment Advisory firm - (3/25/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Plymouth, MN

Mailing Address

Phone number

(952) 697-2225

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

KLA ADV 2A (7/8/2025)

Regulatory assets under management

Total Number of Accounts	570
AUM (Assets Under Management)	$ 117,000,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aaron A. Lindberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Andrew Lindberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEN FINANCIAL MANAGEMENT INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

COLLIERS SECURITIES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KINGDOM LEGACY ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/5/2001

SIE

Date: 4/17/2018

Series 7

Date: 8/10/1998

Series 6

Date: 2/14/1997

Current Firm

KINGDOM LEGACY ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGDOM LEGACY ADVISORS

TRUST BUT VERIFY

Similar Advisors