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LK

Lindsey R. Keith

FOSTER & MOTLEY
Cincinnati, OH 45236
Some features on this profile are disabled
CRD#: 5553434
LK

Professional summary

Lindsey Renee Keith, who also goes by Lindsey R Bauman, Lindsey Rene Bauman, Lindsey Rene Keith, is a registered financial advisor currently at FOSTER & MOTLEY INC located in Cincinnati, Ohio.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lindsey has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lindsey R Bauman | Lindsey Rene Bauman | Lindsey Rene Keith

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Renee Keith'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

October 23, 2024 - Present

FOSTER & MOTLEY INC

Office #1: 7755 Montgomery Road Suite 100, Cincinnati, OH 45236
RIA
CRD#: 106905
Cincinnati, OH
Past

October 10, 2019 - January 3, 2024

HORAN SECURITIES, INC.

RIA
CRD#: 40794
CINCINNATI, OH
Past

April 12, 2017 - January 3, 2024

HORAN SECURITIES, INC.

BD
CRD#: 40794
CINCINNATI, OH
Past

August 23, 2013 - August 3, 2015

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
FAIRFIELD, OH
Past

September 22, 2011 - August 3, 2015

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
FAIRFIELD, OH
Past

September 3, 2008 - September 19, 2011

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
FLORENCE, KY

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".
FOSTER & MOTLEY INC
FOSTER & MOTLEY INC
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA
Registered Investment Advisory firm - (11/18/1996 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
(10/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/6/2021
General Securities Principal Examination

Current Firm

FOSTER & MOTLEY INC
FOSTER & MOTLEY INC
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA
Registered Investment Advisory firm - (11/18/1996 Approved)
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Contact information

Main Address
7755 Montgomery Road Suite 100, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 561-6640
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FOSTER & MOTLEY ADV 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts889
AUM (Assets Under Management)$ 2,537,323,649

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/22/2024
Cover Page
Report
01/25/2024
Cover Page
Report
10/18/2022
Cover Page
Report

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

FOSTER & MOTLEY INC

FOSTER & MOTLEY INC

CRD#: 106905Cincinnati, OH 45236

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