Lindsay Fitzpatrick
Investment adviser representative at Old Mission Investment Company, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$929MFirm assets
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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
Experience
13 years in the industry.
- Old Mission Investment Company, LLCMay 2019 to now
- Rehmann Financial Network, LLCJan 2017 to Mar 2019
- Royal AllianceJul 2013 to Dec 2017
- Rehmann FinancialApr 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Old Mission Investment Company, LLC
$929MAssets managed
1,055Clients
8Advisers
20 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
- 6193198
- Firm CRD
- 140381