Unclaimed Profile

Lawrence Richard Lindsley

SUMMIT PLANNING GROUP LLC·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 22, Series 24, Series 63Clean record26 years registeredSUMMIT PLANNING GROUP LLC

3071 VOYAGER DRIVE, GREEN BAY, WI 54311CRD# 1736251Firm CRD# 139519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Richard Lindsley · GREEN BAY, WI

Registration

CRD #1736251 · SUMMIT PLANNING GROUP LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT PLANNING GROUP LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2019 – Dec 2025

GREEN BAY, WI

SUMMIT PLANNING GROUP LLC

Jan 2012 – Apr 2019

GREEN BAY, WI

SUMMIT PLANNING GROUP LLC

Mar 2006 – Dec 2007

GREEN BAY, WI

LPL FINANCIAL LLC

Jan 2000 – Mar 2013

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · January 5, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT PLANNING GROUP LLC

CRD 139519 · SEC 801-72951

AUM

$488M

Regulatory assets under management

Employees

2,551 client accounts

Services offered by SUMMIT PLANNING GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT PLANNING GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Richard Lindsley offer?

Lawrence Richard Lindsley specializes in Financial Planning, Investment Management.

What are Lawrence Richard Lindsley's credentials?

Lawrence Richard Lindsley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Richard Lindsley located?

Lawrence Richard Lindsley is based in GREEN BAY, Wisconsin, last registered with SUMMIT PLANNING GROUP LLC.

How does Lawrence Richard Lindsley charge for services?

Lawrence Richard Lindsley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT PLANNING GROUP LLC?

SUMMIT PLANNING GROUP LLC has approximately 12 employees and manages $488M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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