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LF

Lindsay A. Fager

WAYNE FINANCIAL
NORTH BEND, OH
Some features on this profile are disabled
CRD#: 7630781
LF

Professional summary

Lindsay Ann Fager is a registered financial advisor currently at WAYNE FINANCIAL located in North Bend, Ohio.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lindsay has worked at 2 firms and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
owner of New Vision Solutions. New Vision Solutions provides business and operations consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Ann Fager's 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

April 15, 2025 - Present

WAYNE FINANCIAL

RIA
CRD#: 335480
NORTH BEND, OH
Past

September 19, 2022 - January 21, 2025

RANDOLPH CO INC

RIA
CRD#: 104868
CINCINNATI, OH

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
(4/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 7/30/2018
National Commodity Futures Examination

Current Firm

WF
WAYNE FINANCIAL
WAYNE FINANCIAL | WAYNE FINANCIAL LLC

CRD#: 335480 / SEC#:

Ohio
Registered Investment Advisory firm - (4/15/2025 Approved)
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Contact information

Main Address
North Bend, OH
Mailing Address
Phone number
(513) 615-8761
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

WAYNE FINANCIAL

CRD#: 335480North Bend, OH

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