Steven Lindquist
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Steven Lindquist is a Wealth Management Advisor with the Lindquist Group at Merrill Lynch Wealth Management. He focuses on building disciplined structures and strategies tailored to the financial goals of individuals, families, and corporate clients. Steven’s expertise includes college and education planning, executive and equity compensation, family wealth management, legacy planning, retirement planning, and portfolio management. For corporate clients, he offers fiduciary services for retirement benefits, assists with private company sales, and supports companies entering the public market.
Steven joined Merrill in 2011 after graduating with honors from Augustana University in Sioux Falls, where he earned a Bachelor’s Degree in Business Administration and Philosophy with a minor in Classics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Outside of his professional work, Steven is involved in his local community through the Sioux Falls Family YMCA and its board of directors, as well as the Leif Ericson Day Camp, where he was both a camper and counselor in his youth. He resides in Sioux Falls with his wife, Nicholle, and their three children. In his free time, Steven enjoys golfing, hunting, cooking, hiking, reading, singing, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Business exit / sale strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Demographic focus
Married/Couples/Partners
Parents
Work history
BANK of AMERICA, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Alex P
Series 66
Sioux Falls, SD
Edward Jones
Christopher L
Series 66
Sioux Falls, SD
Edward Jones
Vickie B
Series 66
Sioux Falls, SD
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Anthony S
CFP®, Series 66
Brandon, SD
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Todd N
Series 63, Series 66
Sioux Falls, SD
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David O
Series 63, Series 65
Sioux Falls, SD
Merrill
David Olson is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 1982. Over his 40-year career, he has provided clients with consistent and stable advisory services guided by principles of care, flexibility, competency, and transparency. David holds the Certified Investment Management Analyst® (CIMA®) and Personal Investment Advisor (PIA) designations, reflecting his expertise in wealth management and investment strategies. David is a qualified Portfolio Manager who assists clients in pursuing their financial goals through personalized investment management. His approach may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and approved third-party investment strategies. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of the University of South Dakota, David serves on the board of the Crazy Horse Memorial Foundation as Investment Committee Chair and is involved with the South Dakota Hall of Fame. He has been recognized on Barron’s Top 1,200 Financial Advisors list for 14 consecutive years and Forbes Best-in-State Wealth Advisors list for multiple years. David and his wife, Kay, have two children and four grandchildren. His personal interests include hunting, reading, and traveling.
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