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Lindsey M

Series 66

Longmont, CO

IHT Wealth Management LLC

Lindsey Michel is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Independent Financial Partners, and Western Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment approaches.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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