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Zachary Lindquist

Investment adviser representative at Laureate Wealth Management in Lake Elmo, MN

Investment adviser registrationUpdated

Zachary Lindquist is an investment adviser representative at Laureate Wealth Management, LLC, an investment adviser managing $122M, and works from its Lake Elmo, MN office. Zachary Lindquist has been registered through Laureate Wealth Management since 1 March 2021, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Zachary Lindquist has been an investment adviser representative at Laureate Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners.

Laureate Wealth Management, LLC is a Glen Ellyn, IL firm with $122M under management, 39 clients and 4 advisers across 4 offices, as of its May 2026 filing.

  1. Laureate Wealth Management, LLCCurrent
    – present · 5 years
    Lake Elmo, MN · Adviser representative · Firm CRD 172519

Credentials and registrations

Investment adviser representative registrations

Zachary Lindquist is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Minnesota, in May 2026.

  • IllinoisSince 1 March 2021
  • MinnesotaSince 1 May 2026

Examinations

Series 6518 February 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Zachary Todd Lindquist
CRD
7344494
Firm
Laureate Wealth Management · CRD 172519
Office
Lake Elmo, MN
Registration
Investment adviser registration
In the industry since
February 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Zachary Lindquist work?

Zachary Lindquist is an investment adviser representative registered through Laureate Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Zachary Lindquist a financial advisor?

Yes. Zachary Lindquist has a current investment-adviser registration in Illinois and Minnesota, through Laureate Wealth Management since March 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Zachary Lindquist have?

Zachary Lindquist has 5 years in the financial industry, since February 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Zachary Lindquist passed?

Zachary Lindquist passed the Series 65 in February 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Zachary Lindquist based?

Zachary Lindquist’s registered office is in Lake Elmo, MN.

Source: IAPD individual record, checked 22 October 2026

Is Zachary Lindquist registered with FINRA?

No. Zachary Lindquist has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Zachary Lindquist’s record?

Search CRD 7344494 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Lindquist’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Laureate Wealth Management

Sources

  1. IAPD individual record, CRD 7344494, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Laureate Wealth Management, LLC, filed 1 May 2026. Executive officers and direct owners; this person is not among them.
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