Unclaimed
Lindsey Boettigheimer is a registered representative and investment advisor representative with Larson Financial Group, LLC. Lindsey has been in the financial services industry since 2014 and has experience working with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Lindsey is also a registered representative in Colorado and Missouri.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/20/2024 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
CO
04/24/2017 - 11/03/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
12/17/2014 - 03/10/2017
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 06/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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