Lyndsi
Stender

Ellevest

CRD#7202145
Investment Advisor
in Beaverton, OR

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About this Advisor

Lyndsi Stender is a financial advisor based in Beaverton, Oregon, working with Ellevest. Lyndsi has previously held positions at Vista Capital Partners, Aldrich, Ferguson Wellman Capital Partners, and Ellevest. Lyndsi is registered to provide services in New York, Oregon, and Texas. Currently, Lyndsi is part of Ellevest, which operates out of Beaverton, Oregon. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

Beaverton, OR

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Ellevest Brokerage Details

Total Assets Under Management

$1,902,522,616

OR Average: $7,464,549,021
Total Number of Employees

104

OR Average: 88
Total Number of Accounts

144,143

OR Average: 3,892
Average Account Size

$13,199

OR Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Lyndsi Stender Work History

2024 - Present (1 year)

Ellevest

2019 - 2024 (5 years)

Vista Capital Partners

2018 - 2019 (1 year)

Aldrich

2013 - 2018 (5 years)

Ferguson Wellman Capital Partners

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lyndsi Stender 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 Ellevest

Kristen Goodman
New York, NY
Katelyn Schwartz
New York, NY
Ehijie Sado
New York, NY
Lynn Ackerman
Lisle, IL
Michelle Petrowski
New York, NY
Alondra Garcia
Virginia Beach, VA
Samantha Vient
Costa Mesa, CA
Sofia Figueroa
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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