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Lindsay Wagner Koch

Bessemer Investor Services, Inc.

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About Lindsay Wagner Koch

Lindsay Koch is a financial advisor who has been active in the industry since 2012. Lindsay is currently registered with Bessemer Investor Services, Inc. in Denver, Colorado. Lindsay has Series 7 and Series 63 securities licenses and holds the SIE certification.

Firm Information

Lindsay Koch is currently registered with Bessemer Investor Services, Inc.. Bessemer Investor Services, Inc. is a Corporation that was formed on April 7, 1983. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lindsay Koch’s Registration & Firm History

CO

05/08/2012 - Present

Bessemer Investor Services, Inc. (DENVER CO)

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Licenses & Designations

BC

Issued 05/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsay Wagner Koch.
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