Unclaimed Profile

Linda Ann Johnson-Lundquist

IEA WEALTH MANAGEMENT LLC·ANKENY, Iowa

Series 6, Series 63, Series 65Clean record16 years registeredIEA WEALTH MANAGEMENT LLC

510 SW 3RD STREET, ANKENY, IA 50023CRD# 3016630Firm CRD# 152566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Ann Johnson-Lundquist · ANKENY, IA

Registration

CRD #3016630 · IEA WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IEA WEALTH MANAGEMENT LLC

RIA ADVISORY GROUP, LLC

Feb 2010 – Nov 2023

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 10, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIA ADVISORY GROUP, LLC

CRD 152566 · SEC 801-117837

AUM

$399M

Regulatory assets under management

Employees

2,799 client accounts

Services offered by RIA ADVISORY GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RIA ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Linda Ann Johnson-Lundquist offer?

Linda Ann Johnson-Lundquist specializes in Investment Management, Fee-Only Advisory.

What are Linda Ann Johnson-Lundquist's credentials?

Linda Ann Johnson-Lundquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Ann Johnson-Lundquist located?

Linda Ann Johnson-Lundquist is based in ANKENY, Iowa, last registered with IEA WEALTH MANAGEMENT LLC.

How does Linda Ann Johnson-Lundquist charge for services?

Linda Ann Johnson-Lundquist's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IEA WEALTH MANAGEMENT LLC?

IEA WEALTH MANAGEMENT LLC has approximately 24 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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