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Lindsay Renee Lingo

Chief Compliance OfficerPlanwiser Financial, LLCCRD 4767613

About Lindsay Renee Lingo

Lindsay Renee Lingo is listed as Chief Compliance Officer at Planwiser Financial, LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Planwiser Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lindsay Renee Lingo work?

Lindsay Renee Lingo is listed as Chief Compliance Officer at Planwiser Financial, LLC on SEC Form ADV.

How much of Planwiser Financial, LLC does Lindsay Renee Lingo own?

Form ADV reports a beneficial ownership band of Under 5%.

Planwiser Financial, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026