Unclaimed Profile

Eric Roger Lind

FIDUCIARY COUNSELLING INC·ST PAUL, Minnesota

Clean record12 years registeredFIDUCIARY COUNSELLING INC

2000 WELLS FARGO PLACE, ST PAUL, MN 55101-4930CRD# 5274516Firm CRD# 104753

Profile Verification

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

Identity

Eric Roger Lind · ST PAUL, MN

Registration

CRD #5274516 · FIDUCIARY COUNSELLING INC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY COUNSELLING INC

FIDUCIARY COUNSELLING INC

Jan 2014 – Jan 2017

ST PAUL, MN

Registrations & Exams

Registration record

First registered · January 30, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY COUNSELLING INC

CRD 104753 · SEC 801-4158

AUM

$9.5B

Regulatory assets under management

Employees

1,691 client accounts

Services offered by FIDUCIARY COUNSELLING INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIARY COUNSELLING INC →

Introduction

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Frequently Asked Questions

What services does Eric Roger Lind offer?

Eric Roger Lind specializes in Financial Planning, Investment Management, Wealth Management.

What are Eric Roger Lind's credentials?

Eric Roger Lind is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Roger Lind located?

Eric Roger Lind is based in ST PAUL, Minnesota, last registered with FIDUCIARY COUNSELLING INC.

How does Eric Roger Lind charge for services?

Eric Roger Lind's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY COUNSELLING INC?

FIDUCIARY COUNSELLING INC has approximately 88 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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