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Lindsey R
Series 66
Lansing, MI
724 Capital, LLC
Lindsey Roehl is a financial advisor with 12 years of industry experience, currently affiliated with 724 Capital, LLC. She holds a Series 66 designation and has worked with multiple firms including Independent Financial Group and Investment Centers of America. Outside of her advisory role, she assists with bookkeeping for her husband’s trucking business. 724 Capital, LLC serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations.
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