Zachary T. Lindquist

LAUREATE WEALTH MANAGEMENT

WHEATON, IL

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CRD#: 7344494

Professional summary

Zachary Todd Lindquist is a registered financial advisor currently at LAUREATE WEALTH MANAGEMENT, LLC located in Wheaton, Illinois.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 1 firm and has passed the Series 65 exam.

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.

PURE CRYPTO, LP DIRECTOR OF OPERATIONS PRIVATE FUND - FUND OF FUNDS SINCE 01/2018 INVESTMENT RELATED PURE CRYPTO II DIRECTOR OF OPERATIONS PRIVATE FUND -FUND OF FUNDS SINCE 01/2018 INVESTMENT RELATED LWM C-SPRINGS SELF STORAGE GENERAL PARTNER SELF STORAGE FACILITY DEVELOPMENT SINCE 07/2020 INVESTMENT RELATED MANOR RV PARK LLC GENERAL PARTNER RV PARK DEVELOPMENT SINCE 08/2019 INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Todd Lindquist'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®

None

Experience

Current

March 1, 2021 - Present

LAUREATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 172519

WHEATON, IL

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

Illinois
(3/1/2021)

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: 2/18/2021

Uniform Investment Adviser Law Examination

Current Firm

LAUREATE WEALTH MANAGEMENT, LLC

CRD#: 172519 / SEC#:

Illinois

Registered Investment Advisory firm - (9/22/2014 Approved)

Texas

Registered Investment Advisory firm - (10/9/2014 Approved)

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Contact information

Main Address

460 N. Main Street Suite 304, Glen Ellyn, IL 60137

Mailing Address

Phone number

(312) 300-6765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 102,758,373

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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Zachary T. Lindquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Todd Lindquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAUREATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2021

Current Firm

LAUREATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAUREATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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