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Lindsay Michelle Thorstenson

Investment adviser representative at Black Barn Financial, LLC
12 yearsExperience
1 stateRegistered in
$164.6MFirm assets
1 yearFirm 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Black Barn Financial, LLCMay 2026 to now
  2. Cary Street Partners LLCFeb 2025 to Apr 2026
  3. Charles Schwab & Co., IncDec 2021 to Feb 2025
  4. Internal Revenue ServiceDec 2020 to Oct 2021
  5. Austin Police DepartmentMay 2014 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Black Barn Financial, LLC

$164.6MAssets managed
154Clients
5Advisers
1 yearIn 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
7465422
Firm CRD
170885
Advisor's SEC record (opens in a new tab)
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