LS
CFP
LS
CFP

Lindsay Stout

7 Years of Experience
Albert Lea, MN
BrokerSells Insurance

Lindsay Stout is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 7 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 North Broadway, Albert Lea, MN, 56007

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History

Regulatory History
Clean regulatory record

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.

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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
August 2018 - Present · 7 yrs 9 mos
Mutual Securities, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
May 2018 - June 2018 · 1 mo
State Registrations2 states
IATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Lindsay Stout - Financial Advisor | TrueAdvisor