Unclaimed
Lindsey Nicole Wegeler is a financial advisor at Plante Moran Financial Advisors. Lindsey has been in the industry since January 2017. Lindsey is a Certified Financial Planner and holds a Series 65 license. Lindsey is registered to provide investment advisory services in Michigan. Lindsey has experience providing financial planning and portfolio management services to individuals and businesses.
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.
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.
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MI
08/04/2018 - Present
Plante Moran Financial Advisors (Portage MI)
IA
Issued 08/04/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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