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Lindsey Brooke Repp

Geowealth Management LLC

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About Lindsey Brooke Repp

Lindsey Brooke Repp is an Investment Advisor Representative registered with the state of Illinois. Lindsey is currently employed at GeoWealth Management LLC, which is a registered investment adviser firm. Prior to joining GeoWealth Management LLC, Lindsey was employed at Stash Capital LLC. Lindsey has been in the securities industry for over 4 years and has a strong track record of success. Lindsey holds the Series 7, Series 63, Series 57, and SIE securities licenses, as well as the Series 65 Investment Advisor license.

Firm Information

Lindsey Repp is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lindsey Repp’s Registration & Firm History

IL

10/31/2022 - Present

Geowealth Management LLC (CHICAGO IL)

NY

07/14/2020 - 07/18/2022

STASH CAPITAL LLC (NEW YORK NY)

NY

05/10/2019 - 07/17/2019

BOFA SECURITIES, INC. (NEW YORK NY)

NY

08/13/2018 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2018

Series 57 - Securities Trader Exam

BC

Issued 08/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Brooke Repp.
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