Larry Lindsley

Larry Lindsley Email and Phone Number

Sr. Vice President @ Wealth Enhancement Group
Green Bay, WI, US
Larry Lindsley's Location
Green Bay, Wisconsin Metropolitan Area, United States
Larry Lindsley's Contact Details

Larry Lindsley work email

Larry Lindsley personal email

n/a
About Larry Lindsley

Larry specializes in retirement planning for both individuals and corporations. His expertise is working with individual clients over 50 years of age who are nearing retirement or who are already retired. Larry loves the opportunity to help his clients achieve their financial and personal goals. He receives a great deal of satisfaction in seeing his clients realize their ‘retirement dreams’.

Larry Lindsley's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Sr. Vice President
Green Bay, WI, US
Larry Lindsley Work Experience Details
  • Wealth Enhancement Group
    Sr. Vice President
    Wealth Enhancement Group
    Green Bay, Wi, Us
  • Wealth Enhancement Group
    Sr. Vice President
    Wealth Enhancement Group Apr 2019 - Present
    Green Bay, Wisconsin Area
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which I am licensed to do business, please visit http://www.wealthenhancement.com.
  • Summit Planning Group Llc
    Senior Wealth Advisor
    Summit Planning Group Llc 1999 - Present
    Green Bay, Wisconsin Area
    Larry and his partners formed their own wealth management firm, Summit Planning Group, LLC, in 1999. Summit Planning Group was named to Barron’s top 1000 Financial Planning Firms in the United States and top 15 Financial Planning Firms in Wisconsin for 2010, 2012 and 2013. He has extensive personal and professional experience, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner designation, and is accomplished in advising you on a wide range of investment and insurance solutions.

Larry Lindsley Skills

Strategic Planning Leadership Management Customer Service Public Speaking Project Management Microsoft Office Sales Sales Management Budgets Investments Retirement Planning Financial Planning Team Building Wealth Management Retirement

Larry Lindsley Education Details

Frequently Asked Questions about Larry Lindsley

What company does Larry Lindsley work for?

Larry Lindsley works for Wealth Enhancement Group

What is Larry Lindsley's role at the current company?

Larry Lindsley's current role is Sr. Vice President.

What is Larry Lindsley's email address?

Larry Lindsley's email address is ll****@****ent.com

What schools did Larry Lindsley attend?

Larry Lindsley attended University Of Wisconsin-Whitewater.

What skills is Larry Lindsley known for?

Larry Lindsley has skills like Strategic Planning, Leadership, Management, Customer Service, Public Speaking, Project Management, Microsoft Office, Sales, Sales Management, Budgets, Investments, Retirement Planning.

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