Lindsey Simek (CRD# 6979602) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 3 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Investment Financial Group, LLC | Webster, NY | Oct 2020 - Current | 3 |
| Unemployed | Englewood, CO | Mar 2020 - Oct 2020 | < 1 |
| Tap And Burger | Denver, CO | Sep 2019 - Mar 2020 | < 1 |
| Homemaking | Denver, CO | May 2019 - Sep 2019 | < 1 |
| Nylife Securities, LLC | Denver, CO | Sep 2018 - May 2019 | < 1 |
| New York Life Insurance Company | Denver, CO | Jun 2018 - May 2019 | < 1 |
| Homemaker | Castle Rock, CO | Mar 2018 - Jun 2018 | < 1 |
| New England College Of Business | Boston, MA | Sep 2016 - Mar 2018 | 1 |
| Eco Tech Institute | Aurora, CO | Jan 2015 - Sep 2016 | 1 |
| Homemaker | Denver, CO | Jun 2014 - Jan 2015 | < 1 |
| Innovation Factory | Denver, CO | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CO
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts979ACCOUNTS
-
Average Account Value$139,934
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, FL, NC, NJ, NY, TX
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.