Lindsay Guido (CRD# 7216750) is an Investment Advisor Representative working at Conifer Bay Capital LLC in Kildeer, IL and has over 4 years of experience in the finance industry. Lindsay Guido 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conifer Bay Capital LLC | Winnetka, IL | Apr 2021 - Current | 3 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Apr 2021 | < 1 |
| Effert Financial Solutions | Barrington, IL | Jan 2020 - Feb 2021 | 1 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Jan 2020 - Oct 2020 | < 1 |
| Unemployed | Burlington, WI | Oct 2019 - Dec 2019 | < 1 |
| Direct Commerce Group | Northbrook, IL | Aug 2012 - Sep 2019 | 7 |
| University Of Wisconsin | Whitewater, WI | Sep 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- IL
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$769,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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