Kris Lindley

Background

About Kris Lindley

A Private Wealth Advisor spanning over two decades in the financial services industry, Kris Lindley provides fee-based investment advice and asset management services to executives, business owners, retirees and high net worth individuals and families. Kris' mission is to combine personal attention with investment experience to help his clients pursue financial prosperity. Kris focuses on customized financial planning strategies to help his clients address their financial objectives today and for years to come. This passion extends itself into helping clients work toward their goals in the areas of estate planning, business protection and proper asset allocation. In particular, Kris is knowledgeable in helping retired individuals and those transitioning to retirement, by utilizing strategies such as income distribution modeling and tax-efficient investment planning. Here are a few of the areas of experience utilized in Kris' practice: • Investment Management • Retirement Planning • Investment Allocation • Estate Planning • Family Focused Services • Cash Flow Management • Insurance Consulting • Business Owner Planning It is with Integrated Financial Partners that enabled Kris to not only strengthen existing client relationships, but to build new ones as well. Backed by a team of dedicated professionals, Kris collaborates with a deep bench of in-house industry veterans from Chief Investment Officer, Dr. Rob Brown* to Vice President of Case Design, William Beaudoin and Estate Planning attorney, Rich Austin to offer even his most complex clients the value and support needed to pursue financial confidence. Disclosure: Kristopher Lindley is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Market Pulse Wealth Management, Integrated Financial Partners, and Integrated Wealth Concepts are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial.