Steve M. Lindell

Principal and Managing Partner

Cell: 612-850-7754

Steve has been providing investment and plan management guidance for corporate sponsored retirement plans and their participants since 1982. As an innovator and an individual dedicated to providing good service, Mr. Lindell helps guide his clients through the continuous investment and regulatory challenges.

Steve holds Series 7, Series 65 and Minnesota series 63 licenses since 1982. He holds the Accredited Investment Fiduciary designation, AIF, since 2004.

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Chad M. Lindell

Retirement Plan Relationship Manager

Cell: 952-374-9082

As the Retirement Plan Relationship Manager at Landmark Advisors, Chad is responsible for the overall client experience.

Chad provides proactive service to existing and prospective retirement plan clients, providing answers to questions, investment monitoring and reporting, and plan documentation consulting. He also acts as a liaison between plan sponsor and vendor and provides ongoing employee enrollment/education services.

Chad is a graduate of Augsburg College in Minneapolis and holds his FINRA Series 6 and Series 63 securities licenses. He also holds a Minnesota Life, Accident & Health Insurance Resident Producer's License, 2013.

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John T. Miles

Customer Service and Administration Director

Cell: 952-270-0182

As Administrative Director, John takes on a variety of leadership roles for Landmark Financial Advisors, including the very critical areas of regulatory compliance and account administration.

John's extensive background in technology and marketing helps our organization to stay current on the ever-changing landscape of the necessary industry compliance.

John has over 25 years of customer service experience to help facilitate best practice standards for meeting the rigors of today's mounting compliance and regulation.

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Independent

The independent advantage allows us to offer products and services from nearly any available provider. In effect, we can pick and choose the perceivably best option from the litter, rather than pulling from a proprietary or pre-vetted list of vendors. We want you to trust that we’re looking out for your best interests.

Diligent

We strive to make it as simple as possible to contact our staff and, when you request a change or ask a question, we’ll be there to answer the call. We’re a client-first business and you can rest assured that you’re our number one priority.

Constructive

Part of our mission is to teach you the reason for certain decisions. Our advisors will never talk down to you or dismiss you in any way. We simply want to be your guide in the financial world and on the journey to retirement.