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Aaron Andrew Lindberg

Aaron A. Lindberg

KINGDOM LEGACY ADVISORS
PLYMOUTH, MN
Some features on this profile are disabled
CRD#: 2815255
Aaron Andrew Lindberg

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

BD
CRD#: 6363
MAPLE GROVE, MN
Past

November 27, 2002 - December 31, 2009

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
PLYMOUTH, MN
Past

January 2, 2001 - February 19, 2002

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

February 18, 1997 - January 4, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 18, 1997 - January 4, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
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".
KL
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/14/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KL
KINGDOM LEGACY ADVISORS
KINGDOM LEGACY ADVISORS | KINGDOM LEGACY ADVISORS CORPORATION

CRD#: 334847 / SEC#: 801-132069

RIA
Registered Investment Advisory firm - (3/25/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Minnetonka, MN
Mailing Address
Phone number
(952) 697-2225
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KLA ADV 2A (1/9/2026)

Regulatory assets under management

Total Number of Accounts823
AUM (Assets Under Management)$ 196,542,000

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.

Company Information

KINGDOM LEGACY ADVISORS

CRD#: 334847Plymouth, MN

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