How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Lawrence

ADVISOR PERSONAL BIO

Larry knew from a young age that he had a passion for finances, investing and helping others. With more than 30 years of experience in the industry, his approach to financial planning includes an emphasis on building relationships with clients while working to help them achieve their goals. As one of the four founders of Summit Planning Group, Larry joined Wealth Enhancement Group in 2019. He and his wife Sue have three children. His family is actively involved in the community, including the Green Bay Community Church and myTeam Triumph. In his free time he enjoys reading, playing golf and bible study.

ADVISOR PROFILE

Services Offered
Tax Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planning
Retirement Income Management
Investment Planning

4/1/2019 WEALTH ENHANCEMENT GROUP DBA NON-VARIABLE INSURANCE (3) 05/02/2001 - DBA ONLY - LAWRENCE R. LINDSLEY CFP INC. - GREEN BAY, WI (4) 11/19/2002 - ALL DEVELOPMENT, LLC - REAL ESTATE RENTAL - BUILDS AND LEASES OFFICE BUILDINGS (5)Geigel Charitable Foundation. Board member. (6) Greater Green Bay Community Foundation.Board member. Not compensated.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Lawrence Richard Lindsley

Experience: 36 years / 7 firms

CRD#: 1736251


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