Lindsay N. Wolf

TSG ADVICE PARTNERS

WARREN, OH

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CRD#: 4665074

Professional summary

Lindsay Nichole Wolf, who also goes by Lindsay N Wolf, is a registered financial advisor currently at TSG ADVICE PARTNERS, LLC located in Warren, Ohio.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lindsay has worked at 6 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsay N Wolf

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.

INTEGRITAS CAPITAL WEALTH CONSULTING; NOT INVESTMENT-RELATED; 1400 HIDDEN LAKES DRIVE NE, WARREN, OH 44484; TRANSITION CONSULTING/S CORP FOR BIZ INCOME; OWNER SINCE 10/2016; ZERO HOURS PER MONTH; S-CORP FOR BIZ INCOME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Nichole Wolf's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 14, 2024 - Present

TSG ADVICE PARTNERS, LLC

RIA

CRD#: 305999

WARREN, OH

Past

November 1, 2021 - August 29, 2024

NEWEDGE ADVISORS

RIA

CRD#: 171351

NEW CASTLE, PA

Past

October 26, 2016 - November 1, 2021

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

NEW CASTLE, PA

Past

August 24, 2016 - October 21, 2016

SMART ADVISORY GROUP, LLC

RIA

CRD#: 284545

YOUNGSTOWN, OH

Past

July 14, 2003 - July 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CORTLAND, OH

Past

July 2, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 2, 2003 - July 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CORTLAND, OH

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".

TSG ADVICE PARTNERS, LLC

ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA

Registered Investment Advisory firm - (10/29/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2003

General Securities Representative Examination

Current Firm

TSG ADVICE PARTNERS, LLC

ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA

Registered Investment Advisory firm - (10/29/2019 Approved)

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Contact information

Main Address

4449 Easton Way Suite 200, Columbus, OH 43219

Mailing Address

254 S. Grubb Street, Columbus, OH 43215

Phone number

(614) 697-2750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TSG ADVICE PARTNERS, LLC (9/11/2025)

Regulatory assets under management

Total Number of Accounts	3,410
AUM (Assets Under Management)	$ 762,215,226

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.

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Advisor Monitoring

Firm Stability Insights

Lindsay N. Wolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Nichole Wolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

SMART ADVISORY GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TSG ADVICE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2018

SIE

Date: 7/1/2016

Series 7

Date: 7/1/2003

Current Firm

TSG ADVICE PARTNERS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TSG ADVICE PARTNERS, LLC

TRUST BUT VERIFY

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