Lyndon J. Zielke

STEWARDRIGHT

Wichita, KS 67202

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CRD#: 7121741

Professional summary

Lyndon Jon Zielke, CFP®, who also goes by Lyndon John Zielke, is a registered financial advisor currently at STEWARDRIGHT located in Wichita, Kansas.

Lyndon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lyndon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lyndon John Zielke

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.

Co-Owner of Eighth Wonder, LLC, a commercial real estate holding located in Wichita, KS. Activity began in 2024 and represents less than 5 hours per month generally outside of business hours. Duties are administrative in nature.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndon Jon Zielke'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 17, 2019 - Present

STEWARDRIGHT

Office #1: 515 S Main St, Suite 103, Wichita, KS 67202

RIA

CRD#: 287644

Wichita, KS

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

Kansas
(5/17/2019)

IAR

Texas
(2/27/2020)

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

State Security Law Exam

IAR

Series 65

Date: 5/15/2019

Uniform Investment Adviser Law Examination

Current Firm

STEWARDRIGHT

LEADING EDGE FINANCIAL PLANNING | STEWARDRIGHT | LEADING EDGE FINANCIAL PLANNING, LLC

CRD#: 287644 / SEC#:

Colorado

Registered Investment Advisory firm - (5/29/2020 Approved)

Kansas

Registered Investment Advisory firm - (4/7/2017 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 Conditional Restricted)

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Contact information

Main Address

515 S Main St, Suite 103, Wichita, KS 67202

Mailing Address

Phone number

(316) 768-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 43,387,335

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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Lyndon J. Zielke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndon Jon Zielke's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDRIGHT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2019

Current Firm

STEWARDRIGHT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEWARDRIGHT

TRUST BUT VERIFY

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