KATHLEEN LUCILLE LINDQUIST is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2020-02-03 | present | Yes |
| SAN DIEGO WEALTH MANAGEMENT, LLC | 2016-04-08 | 2020-03-19 | — |