Lindsay M. Thorstenson

BLACK BARN FINANCIAL

AUSTIN, TX 78756

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CRD#: 7465422

Professional summary

Lindsay Michelle Thorstenson, who also goes by Lindsay M. Thorstenson, Lindsay Thorstenson, is a registered financial advisor currently at BLACK BARN FINANCIAL, LLC located in Austin, Texas.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lindsay has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Lindsay M. Thorstenson | Lindsay Thorstenson

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 Lindsay Michelle Thorstenson'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

June 22, 2026 - Present

BLACK BARN FINANCIAL, LLC

Office #1: 2305 Hancock Drive, Ste. 105, Austin, TX 78756

RIA

CRD#: 170885

AUSTIN, TX

Past

February 13, 2025 - May 1, 2026

CARY STREET PARTNERS

RIA

CRD#: 128545

Austin, TX

Past

February 13, 2025 - May 1, 2026

CARY STREET PARTNERS

CRD#: 128089

AUSTIN, TX

Past

May 24, 2024 - February 19, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

Past

August 13, 2022 - February 19, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

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".

BLACK BARN FINANCIAL, LLC

CRD#: 170885 / SEC#: 801-131357

RIA

Registered Investment Advisory firm - (10/29/2024 Approved)

Illinois

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(6/22/2026)

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

State Security Law Exam

IAR

Series 66

Date: 4/29/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/22/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/25/2022

Securities Industry Essentials Examination

Current Firm

BLACK BARN FINANCIAL, LLC

CRD#: 170885 / SEC#: 801-131357

RIA

Registered Investment Advisory firm - (10/29/2024 Approved)

Illinois

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2024 Terminated)

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Contact information

Main Address

2305 Hancock Drive, Ste. 105, Austin, TX 78756

Mailing Address

Phone number

(512) 368-9179

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLACK BARN FINANCIAL, LLC ADV PART 2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts	656
AUM (Assets Under Management)	$ 164,560,544

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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Advisor Monitoring

Firm Stability Insights

Lindsay M. Thorstenson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Michelle Thorstenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARY STREET PARTNERS

CARY STREET PARTNERS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BLACK BARN FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2024

Series 63

Date: 8/22/2022

Series 7TO

Date: 8/12/2022

SIE

Date: 6/25/2022

Current Firm

BLACK BARN FINANCIAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK BARN FINANCIAL, LLC

TRUST BUT VERIFY

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