Joshua
Lindsteadt

Wells Fargo Investment Institute, Inc

CRD#5675958
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Lindsteadt is a chartered financial analyst operating out of Denver, Colorado with 2 years of industry experience. Lindsteadt is an employee of Wells Fargo Investment Institute, Inc. Throughout their career, they have worked at Wells Fargo Investment Institute, Inc, Orion Advisor Services and Wells Fargo Private Bank. Lindsteadt is able to operate in Colorado. Wells Fargo Investment Institute, Inc is a registered investment firm headquartered in Charlotte, NC. It has offices in 38 locations and a total of 264 people on staff. It manages $38 billion in total assets among its 24,240 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 289 charities and foundations. Of its 24,240 customer accounts, 94% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Wells Fargo Investment Institute, Inc most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1700 Lincoln St Floor 10
Denver, CO 80203-4500

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$38,123,578,794

CO Average: $3,625,019,099
Total Number of Employees

264

CO Average: 22
Total Number of Accounts

24,240

CO Average: 1,917
Average Account Size

$1,572,755

CO Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Joshua Lindsteadt Work History

Joshua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wells Fargo Investment Institute, Inc

2015 - 2021 (6 years)

Wells Fargo Private Bank

2012 - 2015 (3 years)

Orion Advisor Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Lindsteadt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Robin Rappaport
Beverly Hills, CA
Matthew Hope
Dallas, TX
Troy Seiler
Charlotte, NC
Richard Henry
Charlotte, NC
Joshua Lindsteadt
Denver, CO
Mary Grindland
Minneapolis, MN
Courtland Buchan
Charlotte, NC
Sherry Freel
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started