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Jon Peter Lindberg

CHITWOOD-LINDBERG WEALTH MANAGEMENT·BIRMINGHAM, Alabama
Unclaimed Profile
4956 VALLEYDALE ROAD, BIRMINGHAM, AL 35242CRD# 1085475Firm CRD# 149832
01

About

Jon Peter Lindberg is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with CHITWOOD-LINDBERG WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHITWOOD-LINDBERG WEALTH MANAGEMENT
CHITWOOD-LINDBERG WEALTH MANAGEMENT
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHITWOOD-LINDBERG WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1085475
Firm CRD# 149832
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Peter Lindberg offer?
Jon Peter Lindberg specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Jon Peter Lindberg's credentials?
Jon Peter Lindberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Peter Lindberg located?
Jon Peter Lindberg is based in BIRMINGHAM, Alabama, working with CHITWOOD-LINDBERG WEALTH MANAGEMENT. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jon Peter Lindberg charge for services?
Jon Peter Lindberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHITWOOD-LINDBERG WEALTH MANAGEMENT?
CHITWOOD-LINDBERG WEALTH MANAGEMENT has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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