Lindsey Roehl is a registered investment advisor at 724 Capital, LLC, based in Lansing, MI, with 13 years of industry experience. Lindsey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,270 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Pension consulting services are charged at 1.50% annually.
Fee Estimator
Location
Lansing, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lindsey assists her husband with bookkeeping for his trucking business, spending minimal time on this activity. She also works as a registered assistant.
Employment History
Current Registrations
724 Capital, LLC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
Independent Financial Group, LLCBroker
F3logic, LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Investment Centers of America, INC.Broker
Sii Investments, INC.Broker
Investment Centers of America, INC.
Sii Investments, INC.
Woodbury Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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