Aaron Lindberg has been CEO / CCO of Kingdom Legacy Advisors since December 2024, is a control person of the firm and directly owns 75% or more of it. Aaron Lindberg holds a Bachelor's degree in Finance from Carlson School of Management and an MBA in Finance from the University of St. Thomas.
Kingdom Legacy Advisors Corporation is a firm with $197M under management, 223 clients and 1 adviser in one office, as of its September 2026 filing.
Aaron Lindberg is Chief Executive Officer of Kingdom Legacy Advisors and the firm's founder. His investment career began in 1996, and for nearly a decade he published investment research focused on health care companies. In 2002 he began to work with wealth management clients. He leads the firm's Investment Committee.
Aaron Lindberg’s longest registration was 8 years at Ameriprise Financial Services, Inc. (2010–2018). Before joining Kingdom Legacy Advisors in 2025, Aaron Lindberg was registered through Gen Financial Management Inc. and Ameriprise Financial Services, Inc.
- Kingdom Legacy AdvisorsCurrent– present · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 334847
- Gen Financial Management Inc.– · 6 yearsPlymouth, MN · Adviser representative · Firm CRD 110179
- Ameriprise Financial Services, Inc.– · 8 yearsMaple Grove, MN · Adviser representative · Firm CRD 6363
Professional designations
Listed by Kingdom Legacy Advisors
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Analyst®
- Chartered Advisor of Philanthropy
- Certified Kingdom Advisor
Investment adviser representative registrations
Aaron Lindberg is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is Texas, in September 2026.
- MinnesotaSince 26 March 2025
- TexasSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 February 2001 |
| Series 7 | General Securities Representative Examination | 10 August 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 February 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Aaron Andrew Lindberg
- CRD
- 2815255
- Firm
- Kingdom Legacy Advisors · CRD 334847
- Role
- CEO / CCO
- Office
- Minnetonka, MN
- Registration
- Investment adviser registration
- In the industry since
- May 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kingdomlegacyadv.com
Where does Aaron Lindberg work?
Aaron Lindberg has been CEO / CCO of Kingdom Legacy Advisors Corporation since December 2024, and is a control person of the firm.
Is Aaron Lindberg a financial advisor?
Yes. Aaron Lindberg has a current investment-adviser registration in Minnesota and Texas, through Kingdom Legacy Advisors since March 2025.
How many years of experience does Aaron Lindberg have?
Aaron Lindberg has 28 years in the financial industry, since May 1998, across 3 adviser firms.
What exams has Aaron Lindberg passed?
Aaron Lindberg has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in February 1997. FINRA credited Aaron Lindberg with the SIE, which began in October 2018.
Where did Aaron Lindberg work before Kingdom Legacy Advisors?
Before Kingdom Legacy Advisors, Aaron Lindberg was registered through Ameriprise Financial Services, Inc., January 2010 to April 2018.
Where is Aaron Lindberg based?
Aaron Lindberg’s registered office is in Minnetonka, MN.
Is Aaron Lindberg registered with FINRA?
No. Aaron Lindberg has no current broker registration.
Is Aaron Lindberg a CFP?
Kingdom Legacy Advisors lists Aaron Lindberg with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Is Aaron Lindberg a CFA charterholder?
Kingdom Legacy Advisors lists Aaron Lindberg with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Aaron Lindberg’s record?
Search CRD 2815255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Lindberg’s full registration record.