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Lindsey Marie Kane

Wealthspire Advisors

Madison, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-04-19
  • WI RA
    APPROVED
    Since 2022-04-19

Branch Locations

10 Terrace Court Suite 103, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Harris Bank Madison WI 11/2015 11/2017
Bmo Harris Bank Madison WI 11/2017 08/2021
Lpl Financial, Llc Madison WI 03/2021 04/2022
Johnson Bank Madison WI 08/2021 04/2022
Wealthspire Advisors Madison WI 04/2022 Present
  • 11/2015 → 11/2017
    Bmo Harris Bank
    Madison, WI
  • 11/2017 → 08/2021
    Bmo Harris Bank
    Madison, WI
  • 03/2021 → 04/2022
    Lpl Financial, Llc
    Madison, WI
  • 08/2021 → 04/2022
    Johnson Bank
    Madison, WI
  • 04/2022 → Present
    Wealthspire Advisors
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-09
S63 Uniform Securities Agent State Law Examination 2018-03-27
  • S66 Uniform Combined State Law Examination
    2021-09-09
  • S63 Uniform Securities Agent State Law Examination
    2018-03-27
Other Names
  • Lindsey Marie Kane
  • Lindsey Slaby
  • Lindsey Marie Slaby

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.
EAGLE STRATEGIES LLC
VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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