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Chief Investment Officer and Partner · Crown Wealth Group LLC

Steven Q. Lindgren

CRD 5561660 · Named on Form ADV at one SEC-registered adviser

At a glance

Crown Wealth Group LLC, an SEC-registered wealth manager based in Charlotte, NC with $502 million in regulatory assets, lists Steven Q. Lindgren on its Form ADV as Chief Investment Officer and Partner.

Firms and roles

  • Crown Wealth Group LLCChief Investment Officer and PartnerWealth manager · Charlotte, NC · $502M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.