Lindsay
Hessel

Icon Financial Services LLC

CRD#7716093
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lindsay Hessel is a financial advisor working out of Portland, Oregon. Hessel is an employee of Icon Financial Services LLC. Over the course of their career, they have held roles at Adecco, Everyday Eats LLC, Urban Airship, Pre-Requisites For Ms Econ Program, Cloudability, Ms Economics At Portland State, Icon Savings Plan and Icon Financial Services LLC. Hessel holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Oregon. Icon Financial Services LLC is a business that has its headquarters in Portland, OR. It manages $1 million in total assets across its 850 accounts, making it one of the smaller firms in the country by assets under management. Icon Financial Services Llc provides portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which service is provided. Fees billed by Icon Financial Services LLC typically consist of fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

422 Nw 13Th Ave #823
Portland, OR 97209

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Icon Financial Services LLC Brokerage Details

Total Assets Under Management

$1,049,932

OR Average: $1,120,203,312
Total Number of Employees

1

OR Average: 50
Total Number of Accounts

850

OR Average: 1,309
Average Account Size

$1,235

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lindsay Hessel Work History

Lindsay has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Icon Financial Services LLC

2022 - Present (2 years)

Icon Savings Plan

2019 - 2021 (2 years)

Ms Economics At Portland State

2017 - 2019 (2 years)

Cloudability

2016 - 2017 (1 year)

Pre-Requisites For Ms Econ Program

2014 - 2016 (2 years)

Urban Airship

2013 - 2014 (1 year)

Adecco

2011 - 2015 (4 years)

Everyday Eats LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lindsay Hessel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Icon Financial Services LLC

Lindsay Hessel
Portland, OR
Alexander Rowley
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started