Inactive

Lindsey Thorsen Oneil

Compound Planning, Inc.

CRD 6945379

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Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Compound Planning, Inc.

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-01-17

S65 Uniform Investment Adviser Law Examination

2018-01-17

Designations

Certified Financial Planner

Other Names

Lindsey Ellen Thorsen
Lindsey Thorsen O'NEil

View on SEC IAPD

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