Lindsay Stout
Lindsay Stout is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Pella, IA, with 8 years of industry experience. Lindsay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,280 clients with $9.9B 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 | 1.50% |
Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.
Fee Estimator
Location
725 Main St., Pella, IA, 50219
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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 ActivitiesSells Insurance
Lindsay is recently licensed to sell accident/health and life insurance, but has not started selling yet. Lindsay is also a co-owner and sales associate at The Funky Zebras clothing boutique, dedicating about 10-20% of their time. Finally, Lindsay works full-time as a financial consultant at Intellicents Investment Solutions, Inc.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Mutual Securities, INC.Broker
Previous Registrations
Securities America, INC.Broker
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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