Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
New
John Schroder
Financial advisor at Lindenwood Financial
John Schroder is a fiduciary financial advisor in Madison, Wisconsin, registered since Jun 2026. John joined Lindenwood Financial in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Lindenwood Financial reports being paid through a percentage of assets and flat fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office622 West Washington Avenue Suite 100, Madison, WI 53703
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$481,207
Advisors at the firm2
States licensed ?1 state
Services through Lindenwood Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowLindenwood Financial LLCCurrent firm
Contact John
(608) 218-4646Lindenwood Financial main office 622 West Washington Avenue Suite 100Madison, WI 53703Office · Get directions Firm websitewww.lindenwoodfinancial.com
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Lindenwood Financial at (608) 218-4646 and ask for John Schroder. John works from the Madison, WI office.
How long has John been a financial advisor?
John is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Lindenwood Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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