Lyndsi G. Stender

MOTLEY FOOL WEALTH MANAGEMENT

Beaverton, OR

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CRD#: 7202145

Professional summary

Lyndsi Grace Stender, CFP®, who also goes by Lyndsi Grace Fink, Lyndsi Stender, is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Beaverton, Oregon.

Lyndsi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lyndsi has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lyndsi Grace Fink | Lyndsi Stender

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 Lyndsi Grace Stender'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

April 10, 2025 - Present

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

Beaverton, OR

Past

June 24, 2024 - March 19, 2025

ELLEVEST

RIA

CRD#: 175476

BEAVERTON, OR

Past

November 19, 2019 - June 10, 2024

VISTA CAPITAL PARTNERS, INC.

RIA

CRD#: 114913

PORTLAND, OR

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".

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 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

Colorado
(4/10/2025)

IAR

Oregon
(4/10/2025)

IAR

Virginia
(4/10/2025)

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.

Exams

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC

CRD#: 165689 / SEC#: 801-77616

RIA

Registered Investment Advisory firm - (2/11/2013 Approved)

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Contact information

Main Address

2000 Duke Street Second Floor, Alexandria, VA 22314

Mailing Address

Phone number

(844) 408-4390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2 COMBINED BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	4,406
AUM (Assets Under Management)	$ 2,179,069,480

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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Lyndsi G. Stender

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsi Grace Stender's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTLEY FOOL WEALTH MANAGEMENT, LLC

ELLEVEST

VISTA CAPITAL PARTNERS, INC.

Primary Firm SEC Registration

MOTLEY FOOL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

MOTLEY FOOL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTLEY FOOL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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