Lindsey Michel (CRD# 4873645) is an Investment Advisor Representative working at Iht Wealth Management LLC in Longmont, CO and has over 18 years of experience in the finance industry.
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 4737171
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Longmont, CO | Jan 2021 - Current | 3 |
| Iht Wealth Management, LLC | Chicago, IL | Dec 2020 - Current | 3 |
| Ifp Securities, LLC | Tampa, FL | May 2019 - Nov 2020 | 1 |
| Independent Financial Partners | Boulder, CO | Dec 2017 - Nov 2020 | 2 |
| Lpl Financial LLC | Boulder, CO | Jun 2006 - May 2019 | 12 |
| Western Wealth Management LLC | Boulder, CO | Feb 2015 - Jul 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CO
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Total Assets Under Management4,820MILLIONS
-
Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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