LM
Lindsey B. Michel
IHT WEALTH MANAGEMENT LLC
LONGMONT, CO
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CRD#: 4873645
LM
Professional summary
Lindsey Brooke Michel, who also goes by Lindsey Brooke Kyle, is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Longmont, Colorado and LPL FINANCIAL LLC located in Chicago, Illinois.
Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Lindsey has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lindsey Brooke Kyle
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. 8/3/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/04/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 8/6/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2021 - 160 Hours Per Month During Securities Trading. 3. 09/09/2021 - IHT Securities, LLC - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Independent Contractor - Start Date: 07/21/2021 - 80 Hours Per Month/80 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Brooke Michel'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®
NoneExperience
Current
January 4, 2021 - Present
IHT WEALTH MANAGEMENT LLC
RIA
CRD#: 171481
LONGMONT, CO
Current
January 15, 2021 - Present
LPL FINANCIAL LLC
Office #1: 123 N Wacker Dr Ste 2300, Chicago, IL 60606RIA
BD
CRD#: 6413
CHICAGO, IL
Past
May 22, 2019 - November 2, 2020
IFP SECURITIES, LLC
BD
CRD#: 297287
Longmont, CO
Past
December 4, 2017 - November 2, 2020
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Longmont, CO
Past
June 20, 2006 - March 19, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOULDER, CO
Past
June 20, 2006 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
BOULDER, CO
Past
December 20, 2005 - June 23, 2006
PIPER SANDLER & CO.
RIA
CRD#: 665
BOULDER, CO
Past
July 20, 2005 - June 23, 2006
PIPER SANDLER & CO.
BD
CRD#: 665
BOULDER, CO
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".
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)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(1/27/2021)
RR
Alaska(1/27/2021)
RR
Arizona(1/27/2021)
RR
Arkansas(1/27/2021)
RR
California(1/22/2021)
IAR
Colorado(1/4/2021)
RR
Colorado(1/15/2021)
RR
Connecticut(1/27/2021)
RR
Delaware(1/27/2021)
RR
District of Columbia(1/27/2021)
RR
Florida(1/27/2021)
RR
Georgia(1/27/2021)
RR
Hawaii(1/27/2021)
RR
Idaho(1/27/2021)
RR
Illinois(1/27/2021)
IAR
Illinois(3/11/2025)
RR
Indiana(1/27/2021)
RR
Iowa(1/27/2021)
RR
Kansas(1/27/2021)
RR
Kentucky(1/27/2021)
RR
Louisiana(1/27/2021)
RR
Maine(1/27/2021)
RR
Maryland(1/27/2021)
RR
Massachusetts(1/27/2021)
RR
Michigan(1/27/2021)
RR
Minnesota(1/27/2021)
RR
Mississippi(1/27/2021)
RR
Missouri(1/27/2021)
RR
Montana(1/27/2021)
RR
Nebraska(1/28/2021)
RR
Nevada(1/27/2021)
RR
New Hampshire(1/27/2021)
RR
New Jersey(1/27/2021)
RR
New Mexico(1/27/2021)
RR
New York(1/27/2021)
RR
North Carolina(1/28/2021)
RR
North Dakota(1/27/2021)
RR
Ohio(1/29/2021)
RR
Oklahoma(1/27/2021)
RR
Oregon(1/27/2021)
RR
Pennsylvania(1/27/2021)
RR
Puerto Rico(1/27/2021)
RR
Rhode Island(1/27/2021)
RR
South Carolina(1/27/2021)
RR
South Dakota(1/27/2021)
RR
Tennessee(1/27/2021)
RR
Texas(1/27/2021)
RR
Utah(1/27/2021)
RR
Vermont(1/27/2021)
RR
Virgin Islands(6/20/2025)
RR
Virginia(1/27/2021)
RR
Washington(1/27/2021)
RR
West Virginia(1/27/2021)
RR
Wisconsin(1/27/2021)
RR
Wyoming(1/27/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606
Mailing Address
Phone number
(855) 295-2828
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,131 |
| AUM (Assets Under Management) | $ 6,376,084,483 |
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.
