Lindsey Chrystan
CRD Number: 4405583Current Firm: United Planners' Financial Services Of America A Limited Partner
Lindsey Chrystan (CRD# 4405583) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Grandville, MI and has over 22 years of experience in the finance industry. Lindsey Chrystan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Sep 2022 - Current | 1 |
| Lindsey L Chrystan | Grandville, MI | Sep 2000 - Current | 23 |
| Elevation Advisory Partners, LLC | Grandville, MI | May 2021 - Sep 2022 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Sep 2022 | 3 |
| Summit Financial Group Inc. | Grandville, MI | Aug 2006 - May 2021 | 14 |
| Summit Brokerage Services Inc. | Grandville, MI | Aug 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
- MI
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.