Lyndsey Marie Michelsen
Investment adviser representative at Lombard Advisers Incorporated
13 yearsExperience
1 stateRegistered in
$669.8MFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lombard Advisers IncorporatedJun 2026 to now
- Lombard Securities IncorporatedMay 2023 to now
- Sheraton HotelFeb 2023 to now
- Self EmployedJul 2022 to now
- The Vanguard Group, Inc.Dec 2021 to Jan 2023
- West Chester University of PennsylvaniaAug 2017 to May 2021
- Bonefish GrillJun 2017 to Dec 2022
- DarrencampsJan 2017 to Jun 2017
- Bruster's Ice CreamFeb 2015 to Jun 2017
- Red Land High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lombard Advisers Incorporated
$669.8MAssets managed
985Clients
33Advisers
7 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
- 7418730
- Firm CRD
- 108231