Lindsay Ann Sorenson

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Rbc Capital Markets, Llc
  Green Bay, WI
• 07/2024 → 11/2024
  Self Employed Cleaning Business
  Green Bay, WI
• 09/2023 → 07/2024
  Club Five Health
  Green Bay, WI
• 07/2011 → 09/2023
  Hotchandani Laser Vein & Cosmetic Surgery
  Green Bay, WI

Other Businesses

I work very part time for myself as a housekeeper. I have no business name. It is not investment-related. I do general house cleaning for private residences on some Saturdays. I work roughly 8-10 hours a month only on Saturdays. Started in July 2024.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-02

Other Names

• Lindsay Ann Glawe