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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2023
- Office Locations
- 1
Office Locations
About Lindenwood Financial LLC
Lindenwood Financial is a fee-only fiduciary RIA in Madison, WI providing personalized financial planning and portfolio management for high-achieving individuals and couples, including retirement and work-optional planning. Services include tax planning, education and estate planning coordination, charitable giving, and risk management. Female-founded and locally owned; clients access accounts via an Orion portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 19 clients, or 9.5 clients per representative. That equates to $354.6K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
KATHERYN MARIE LINDQUIST
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #7271893
- Ownership
- 75% or more
John Schroder
Chief Operating Officer, PARTNER
- CRD
- #8288591
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,736,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,736,903 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lindenwood Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.