Unclaimed Profile

Peter Karl Lindmark

THE MAGNOLIA GROUP, LLC·OMAHA, Nebraska

Series 65Clean record6 years registeredTHE MAGNOLIA GROUP, LLC

1411 HARNEY STREET, OMAHA, NE 68102CRD# 4867926Firm CRD# 171102

Profile Verification

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

Identity

Peter Karl Lindmark · OMAHA, NE

Registration

CRD #4867926 · THE MAGNOLIA GROUP, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MAGNOLIA GROUP, LLC

ROCK MILL CAPITAL LLC

Aug 2019 – Nov 2020

MOUNTAIN BROOK, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 22, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MAGNOLIA GROUP, LLC

CRD 171102 · SEC 801-79848

AUM

$784M

Regulatory assets under management

Employees

2 client accounts

Services offered by THE MAGNOLIA GROUP, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at THE MAGNOLIA GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Karl Lindmark offer?

Peter Karl Lindmark specializes in Retirement Planning.

What are Peter Karl Lindmark's credentials?

Peter Karl Lindmark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Karl Lindmark located?

Peter Karl Lindmark is based in OMAHA, Nebraska, last registered with THE MAGNOLIA GROUP, LLC.

How does Peter Karl Lindmark charge for services?

Peter Karl Lindmark's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MAGNOLIA GROUP, LLC?

THE MAGNOLIA GROUP, LLC has approximately 2 employees and manages $784M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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