Lindy Grace Venustus
CFP®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 Richfield, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Education Funding
- Investment Management
- Health Care & Long-Term Care Planning
Specializations
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...
Other Aliases
Lindy Grace Venustus, Lindy Lee Edam, Lindy Lee Humphreys
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CREATE FINANCIAL PLANNING | CREATEFP | CREATE, LLC | CREATE PLANNING
Contact Information
Main Address
Richfield, MNPhone Number
(612) 401-9755# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
38AUM (Assets Under Management)
$3,817,438Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/13/2022)
(12/14/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lindy Grace Venustus's CRS (Customer Relationship Summary).
Services Offered by Lindy
- Tax Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Education Funding
- Investment Management
- Health Care & Long-Term Care Planning
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