Lindsey M. Boettigheimer

INTRUA FINANCIAL

SAINT LOUIS, MO 63102

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CRD#: 6148264

Professional summary

Lindsey Marie Boettigheimer, who also goes by Lindsey Boettigheimer, Lindsey Marie Boettigheimer, is a registered financial advisor currently at INTRUA FINANCIAL located in Saint Louis, Missouri and LPL FINANCIAL LLC located in St. Louis, Missouri.

Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lindsey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsey Boettigheimer | Lindsey Marie Boettigheimer

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 - 04/2025 - Intrua Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - At reported business location(s). 2) 05/27/2025 - Intrua Financial - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date: 05/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Intrua Financial an independent investment advisor firm. I started this business activity in 5/2025. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Boettigheimer'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

May 15, 2025 - Present

INTRUA FINANCIAL

Office #1: 100 N Broadway Suite 1700, Saint Louis, MO 63102

RIA

CRD#: 281554

SAINT LOUIS, MO

Current

April 25, 2025 - Present

LPL FINANCIAL LLC

Office #1: 100 North Broadway 1700, St. Louis, MO 63102

RIA

CRD#: 6413

ST. LOUIS, MO

Past

January 10, 2024 - April 25, 2025

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

SAINT LOUIS, MO

Past

January 10, 2024 - April 25, 2025

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

ST. LOUIS, MO

Past

June 9, 2017 - November 3, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

DENVER, CO

Past

April 24, 2017 - November 3, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

December 17, 2014 - March 10, 2017

SCOTTRADE, INC.

CRD#: 8206

WESTMINSTER, 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".

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 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.

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

Missouri
(4/25/2025)

IAR

Missouri
(5/15/2025)

Texas
(11/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/9/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/23/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/1/2024

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/9/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INTRUA FINANCIAL

CRD#: 281554 / SEC#: 801-106767

RIA

Registered Investment Advisory firm - (10/23/2015 Approved)

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Contact information

Main Address

3737 Buffalo Speedway Suite 400, Houston, TX 77098

Mailing Address

Phone number

(713) 355-9910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTRUA ADV PART 2A (3/31/2025)

INTRUA PART 2A APPENDIX 1 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,051
AUM (Assets Under Management)	$ 1,212,765,982

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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Firm Stability Insights

Lindsey M. Boettigheimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Boettigheimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL SECURITIES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

SCOTTRADE, INC.

Primary Firm SEC Registration

INTRUA FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2017

Series 63

Date: 2/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2014

Series 51

Date: 4/1/2024

Series 24

Date: 6/9/2016

FINRA

Current Firm

INTRUA FINANCIAL

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRUA FINANCIAL

TRUST BUT VERIFY

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