Katie Lindquist, MSPFP, CFP®, AWMA™, ABFP™

Welcome! I’m glad you’re here. I’m Katie, a wife, parent, dog-mom, daughter, sister, friend, volunteer, and CFP® professional who loves taking away the stress of finances for people.

That last part began many years ago, with my first financial services job in mortgage banking. Helping people achieve their real estate goals sparked a desire and a drive to help people achieve long-term financial success. To do that, I earned my Series 65 license and became an investment adviser. When I learned that nearly anyone can call themselves a “financial advisor” or a “financial planner”, I decided to become a CERTIFIED FINANCIAL PLANNER™ practitioner, which has the most rigorous exam, experience, education, and ethics requirements in the financial planning industry. Did you know, it’s estimated that less than 30% of financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals?* After completing my CFP® designation, I enjoyed taking a deeper dive into investment, retirement, and tax planning by earning my Master of Science Degree in Personal Financial Planning. I also hold advanced certifications in behavioral finance (my ABFP™ designation) and the unique needs of high-net-worth clients (my AWMA™ designation).

My credentials lay a strong foundation of expertise, education, and experience to serve my clients at the highest level, but successful financial planning goes far beyond the letters after my name. It's about listening to you first — and learning, over time, the individual perspectives, experiences, and feelings that shape who you are. A deeper understanding helps me offer you a more comfortable and personalized experience, which ultimately results in better financial guidance and planning to help you achieve what you want out of life.

Why did I start my own company? My years working for others in financial services opened my eyes to the wide range of advisor roles, company structures, service offerings, and client experiences. Drawing on these experiences, I decided I wanted to offer my clients all of the following:

• Expert financial advice that is personalized to you, that you can understand, and you can rely on with confidence

• A champion in your corner who puts your best interests first in every decision

• Modern planning strategies combined with time-tested, proven financial and investment principles

• Industry-leading technology, research, and resources to empower your financial success

• A clear understanding of all costs and fees paid for the services you receive, including the ones you see and the ones you don’t

To be able to provide this level of care and value, I founded Lindenwood Financial. Lindenwood Financial is a 100% independently- and locally-owned, fee-only (no-commission) fiduciary firm — created with intention and purpose to offer you a better kind of experience.

Inspired by the linden tree's strength, resilience, interconnectedness, and truthfulness (and my own namesake), The Lindenwood Promise is our pledge to uphold these values in everything we do. I'm incredibly proud to offer personalized financial planning rooted in the values of my own family's Swedish heritage.

When I’m not working, you can find me spending time with family and friends, looking for new “clean eating” recipes to make, reading nonfiction, and getting outside to soak up nature.

*Sources:

https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm#tab-1 https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics