Lindsey L. Chrystan
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Grandville, MI 49418
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CRD#: 4405583
Professional summary
Lindsey Lee Chrystan, AIF®, CFP®, who also goes by Lindsey Lee Szczepanski, is a registered financial advisor currently at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Grandville, Michigan.
Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Lindsey has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lindsey Lee Szczepanski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) LINDSEY L CHRYSTAN - INSURANCE AGENT - NON-VARIABLE INSURANCE - GRANDVILLE, MI - SINCE 09/2000 - INVESTMENT RELATED 2.) SUCCESS FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRANDVILLE, MI - SINCE 05/2011 - INVESTMENT RELATED 3.) SUCCESS REAL ESTATE LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GRANDVILLE, MI - SINCE 08/2017 - NOT INVESTMENT RELATED 4.) STATE OF MICHIGAN - NOTARY - NOTARY - GRANDVILLE, MI - SINCE 09/2022 - INVESTMENT RELATED 5.) LCSF LLC - OWNER - ACQUIRED BUSINESS IN 2011 AND THIS IS THE LLC I USED TO PURCHASE THE BUSINESS - GRANDVILL, MI - SINCE 06/2011 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Lee Chrystan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Lindsey Lee Chrystan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
September 22, 2022 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 4144 Chicago Drive Sw, Grandville, MI 49418Office #2: Amg Bldg 800 E. Ellis Rd. Ste. 203, Muskegon, MI 49441RIA
BD
CRD#: 20804
Grandville, MI
Current
September 22, 2022 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 4144 Chicago Drive Sw, Grandville, MI 49418Office #2: Amg Bldg 800 E. Ellis Rd. Ste. 203, Muskegon, MI 49441RIA
BD
CRD#: 20804
Grandville, MI
Past
May 26, 2021 - December 5, 2022
ELEVATION ADVISORY PARTNERS LLC
RIA
CRD#: 312170
Grandville, MI
Past
May 20, 2021 - October 17, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MUSKEGON, MI
Past
September 20, 2019 - October 17, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MUSKEGON, MI
Past
August 14, 2006 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
GRANDVILLE, MI
Past
August 14, 2006 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
GRANDVILLE, MI
Past
December 15, 2003 - August 17, 2006
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GRANDVILLE, MI
Past
June 13, 2001 - September 30, 2003
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ADA, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS
CRD#: 20804 / SEC#: 801-57198, 8-38485
RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/22/2022)
RR
Arizona(9/22/2022)
RR
California(9/22/2022)
RR
Colorado(9/22/2022)
RR
Connecticut(1/21/2025)
RR
Florida(9/22/2022)
RR
Georgia(9/22/2022)
RR
Illinois(9/22/2022)
RR
Indiana(9/22/2022)
RR
Kentucky(1/3/2023)
RR
Massachusetts(9/22/2022)
RR
Michigan(9/22/2022)
IAR
Michigan(9/22/2022)
RR
Minnesota(9/22/2022)
RR
Montana(9/22/2022)
RR
Nevada(9/22/2022)
RR
New York(9/22/2022)
RR
North Carolina(9/22/2022)
RR
Pennsylvania(9/22/2022)
RR
South Carolina(9/22/2022)
RR
Tennessee(9/22/2022)
RR
Texas(2/2/2024)
IAR
Texas(8/27/2024)
RR
Virginia(9/22/2022)
RR
Washington(2/2/2024)
RR
Wisconsin(9/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
UP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS
CRD#: 20804 / SEC#: 801-57198, 8-38485
RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
Mailing Address
P.o. Box 5750, Scottsdale, AZ 85261-5750
Phone number
(480) 991-0225
Established
Arizona since 08/21/1987
Firm type
Partnership
Fiscal year end
December
Firm Size
Large
# of Employees
614
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| UNITED PLANNERS' GROUP, INC. | GENERAL PARTNER | |
| BAKER, MICHAEL A | PRESIDENT | 4037933 |
| BAKER, MICHAEL A | CHIEF EXECUTIVE OFFICE (CEO) | 4037933 |
| CUFFARI-AGASI, SHEILA JUNE | EXECUTIVE VICE PRESIDENT | 2401020 |
| HAUER, DAVE B | VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER | 4018434 |
| OLIVERIO, KENNETH WILLIAM JR | EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER | 2957427 |
| SHINDEL, CHAD TRAVIS | VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO) | 6232253 |
Regulatory assets under management
| Total Number of Accounts | 41,834 |
| AUM (Assets Under Management) | $ 10,637,349,683 |
Disclosures
| Regulatory Event | 12 |
| Arbitration | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD#: 20804Grandville, MI 49418TRUST BUT VERIFY
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