Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Kreske is a financial advisor at LPL Financial LLC, located in Brookfield, Wisconsin. Lindsey has been in the financial industry since 2005 and holds the Series 66, Series 7 and SIE licenses. Lindsey's primary office is located in Brookfield, WI, but she also services clients in other states, including California, Colorado, Florida, Illinois, New Jersey, Pennsylvania, and Wisconsin. Lindsey has previous experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Lindsey's expertise includes financial planning, investment management for individuals and businesses, and consulting. Lindsey is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
09/26/2023 - Present
LPL Financial LLC (Brookfield WI)
WI
08/01/2005 - 09/21/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WAUKESHA WI)
MN
08/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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