Lindsey B. Repp
Professional summary
Lindsey Brooke Repp, who also goes by Lindsey Brooke Repp, Lindsey Repp, is a registered financial advisor currently at GEOWEALTH MANAGEMENT LLC located in Chicago, Illinois.
Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lindsey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 57 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Brooke Repp's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2022 - Present
GEOWEALTH MANAGEMENT LLC
Office #1: 444 N. Michigan Avenue Suite 3150, Chicago, IL 60611July 14, 2020 - July 18, 2022
STASH CAPITAL LLC
May 10, 2019 - July 17, 2019
BOFA SECURITIES, INC.
August 13, 2018 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/31/2022)
Exams
Current Firm
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 77,019 |
| AUM (Assets Under Management) | $ 13,610,973,546 |
Red Flags
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