Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Brooke Michel is a financial advisor registered with IHT Wealth Management LLC and has been in the financial services industry for over 16 years. Lindsey has a wide range of experience and expertise in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Lindsey also has experience in providing financial advice for charitable organizations, corporations, and other businesses. Lindsey's goal is to help her clients achieve their financial goals by providing them with personalized advice and strategies that meet their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Financial planning fees
1
2
IL
01/04/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
CO
05/22/2019 - 11/02/2020
IFP SECURITIES, LLC (Longmont CO)
CO
06/20/2006 - 05/23/2019
LPL FINANCIAL LLC (BOULDER CO)
CO
07/20/2005 - 06/23/2006
PIPER JAFFRAY & CO. (BOULDER CO)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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