Lindsey Haefemeyer
Lindsey Haefemeyer is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lakeville, MN, with 12 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
8353 210th St. West, Ste. 201, Lakeville, MN, 55044
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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 works as an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of their time on investment-related activities. Lindsey also works as a tax preparer for Heimdal Tax & Financial Services, dedicating about half their time, and as an Investment Advisor Representative (IAR) for Klinkhammer Financial, dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wells Fargo Securities, LLCBroker
State Registrations30 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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