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Lawrence Richard Lindsley

SUMMIT PLANNING GROUP LLC·GREEN BAY, Wisconsin
Unclaimed Profile
3071 VOYAGER DRIVE, GREEN BAY, WI 54311CRD# 1736251Firm CRD# 139519
01

About

Lawrence Richard Lindsley is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with SUMMIT PLANNING GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT PLANNING GROUP LLC
SUMMIT PLANNING GROUP LLC
AUM
$488M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SUMMIT PLANNING GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1736251
Firm CRD# 139519
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Richard Lindsley offer?
Lawrence Richard Lindsley specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
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, working with SUMMIT PLANNING GROUP LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
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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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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