Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Okstad is a financial advisor with over 17 years of experience in the financial services industry. Lindsey is currently registered with LPL Financial LLC and has been serving clients since July 2021. Lindsey holds Series 6, 7, 63, and 65 licenses and has a strong understanding of the financial markets. Lindsey provides financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, and retirement plans. Lindsey specializes in helping clients achieve their financial goals through personalized financial planning and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (DULUTH MN)
MN
12/05/2005 - 07/21/2021
WADDELL & REED (DULUTH MN)
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsey Okstad is the right advisor for you? Invested Better is here to help.
