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Lindsey Thorsen Oneil

Compound Planning, Inc.

Johnston, IA

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-22
IA RA APPROVED 2025-02-27
  • TX RA
    APPROVED_RES
    Since 2026-06-22
  • IA RA
    APPROVED
    Since 2025-02-27

Branch Locations

5435 Nw 100Th St Suite 450, Johnston, IA 50131 • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Rsm Us Llp Des Moines IA 09/2015 04/2018
Choreo, Llc Des Moines IA 04/2018 01/2025
Compound Planning New York NY 02/2025 Present
  • 09/2015 → 04/2018
    Rsm Us Llp
    Des Moines, IA
  • 04/2018 → 01/2025
    Choreo, Llc
    Des Moines, IA
  • 02/2025 → Present
    Compound Planning
    New York, NY
Previous Registrations
  • 2018-04-27 → 2025-03-03
    Choreo, Llc
    Des Moines, IA
    Des Moines, IA
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-17
  • S65 Uniform Investment Adviser Law Examination
    2018-01-17
Designations
Other Names
  • Lindsey Ellen Thorsen
  • Lindsey Thorsen O'NEil

View on SEC IAPD

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