Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Brown is a financial advisor at IWP Wealth Management LLC, located in Denver, Colorado. Lindsey has been in the financial industry since 2018, and is registered as a Registered Investment Advisor in California and Colorado. Lindsey's professional experience includes working as a Registered Representative at Wedbush Securities. Lindsey's expertise is in portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisers.
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.
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.
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CO
01/02/2025 - Present
IWP Wealth Management LLC (DENVER CO)
CO
03/29/2022 - 09/13/2022
WEDBUSH SECURITIES INC. (DENVER CO)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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