Lindsey Lee Chrystan
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
Are you Lindsey Lee Chrystan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2022 to now
- United Planners Financial ServicesSep 2022 to now
- Lindsey L ChrystanSep 2000 to now
- Elevation Advisory Partners, LLCMay 2021 to Sep 2022
- Cetera Advisor Networks LLCSep 2019 to Sep 2022
- Summit Financial Group IncAug 2006 to May 2021
- Summit Brokerage Services IncAug 2006 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4405583
- Firm CRD
- 20804