Lindsey Michelle Hanson
Investment adviser representative at Vestia Personal Wealth Advisors
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ausdal Financial Partners, Inc.Apr 2021 to now
- Vestia Personal Wealth AdvisorsOct 2019 to now
- Vestia Wealth AdvisorsOct 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Sep 2019
- Larson Financial GroupSep 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 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
- 6118656
- Firm CRD
- 290565