Lindy G. Venustus
CREATE
Bloomington, MN 55437
Some features on this profile are disabled
CRD#: 6192715
Professional summary
Lindy Grace Venustus, CFP®, who also goes by Lindy Lee Edam, Lindy Lee Humphreys, is a registered financial advisor currently at CREATE, LLC located in Bloomington, Minnesota.
Lindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lindy has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Create Financial Planning is dedicated to the arts and artisans. We appreciate the process, the work, the dedication of the artist. And we use that same approach in planning with our clients—focusing on behaviors that lead to a great performance. We can talk, even if you don't think you have a creative side.
We act as a behavior coach while helping you formulate a plan for the future. Our goal is finding a place of comfort with your finances and using the best tools to get you there.
If you are looking for just a stockbroker, or want to chat about investment performance, then Create is not the firm for you. However, if are looking for a financial partner that appreciates the arts and artisans, that will walk through life with you, focus on your goals, and wants to understand your dreams then let’s have a conversation.
My personal life experiences along with my professional growth has given me a perspective on financial planning that allows me not to judge. I do my best to empathize and coach. If you’ve had questions about money, but felt there was no one to answer them unless you already had a pile of it, you were probably right—until now.
I’ve been helping people change the financial planning stigma since 2002. I believe everyone deserves answers to their money questions. That is why I started Create Financial Planning.
Question & Answer
What are your service offerings?
Divorce Planning
Tax Planning
Insurance Planning
Inheritance
Budgeting
Life Transitions
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Planning
Social Security Planning
Education Planning
Investment Planning
Retirement Income Management
Long-term Care
Small Business Planning
Elder Care
Estate Planning
Business Succession Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Divorce Planning
Entrepreneurs
Generation X
Are you a "fiduciary"?
Yes
Aliases
Lindy Lee Edam | Lindy Lee Humphreys
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.
* Ms. Venustus works on a contract basis giving financial planning advice for the clients of Origin Financial (CRD# 305353). * Ms. Venustus is a dog walker/ sitter with Rover.com as needed, care times do not interfere. * Ms. Venustus is a member of Toastmasters one hour a week for personal development. * Ms. Venustus is a volunteer on the Death and Dying Committee of the Minneapolis, MN Quaker Friends, available to help as needed, not more than two hours a week. * Ms. Venustus is an artist and author in her free time. * Ms. Venustus is a member of the MN Watercolor Society, Edina, MN; two hours a month. Create LLC; Investment-Related; Bloomington, MN; Investment Adviser; Investment Adviser Representative; �01/2021; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Lindy Grace Venustus's 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®
Start date: 2017
Experience
Current
December 14, 2020 - Present
CREATE, LLC
Office #1: 8400 Normandal Lake Blvd, Suite 920, Bloomington, MN 55437RIA
CRD#: 309648
Bloomington, MN
Past
October 20, 2021 - December 12, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Bloomington, MN
Past
February 21, 2019 - November 6, 2019
ONEDIGITAL
RIA
CRD#: 106766
GOLDEN VALLEY, MN
Past
February 14, 2019 - October 14, 2019
TRIAD ADVISORS LLC
BD
CRD#: 25803
Golden Valley, MN
Past
December 14, 2018 - February 4, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Plymouth, MN
Past
December 14, 2018 - February 4, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
PLYMOUTH, MN
Past
March 16, 2016 - December 3, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WAYZATA, MN
Past
March 16, 2016 - December 3, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WAYZATA, MN
Past
October 15, 2015 - January 6, 2016
VALMARK SECURITIES, INC.
BD
CRD#: 31243
WAYZATA, MN
Past
March 24, 2014 - October 9, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MINNEAPOLIS, MN
Past
September 5, 2013 - October 9, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MINNEAPOLIS, MN
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
California(1/13/2022)
IAR
Minnesota(12/14/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CREATE, LLC
CREATE FINANCIAL PLANNING | CREATEFP | CREATE, LLC | CREATE PLANNING
CRD#: 309648 / SEC#:
California
Registered Investment Advisory firm - (1/13/2022 Approved)Louisiana
Registered Investment Advisory firm - (2/1/2024 Terminated)Minnesota
Registered Investment Advisory firm - (12/14/2020 Approved)Texas
Registered Investment Advisory firm - (2/1/2024 Terminated)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
8400 Normandale Lake Blvd. Suite 920, Bloomington, MN 55437-3843
Mailing Address
Phone number
(612) 401-9755
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 3,308,000 |
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.
