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LINDER FINANCIAL SERVICES, INC.

ALPHARETTA, GA · CRD 117861 · IAPD ↗ · linderfinancial.com · 770-696-4470

$163.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — LINDER FINANCIAL SERVICES, INC. (ALPHARETTA, GA) left the SEC roster (was $163.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
44
February 2024 — LINDER FINANCIAL SERVICES, INC. notice-filed in FL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.