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Our financial advice team


Lindsey Chapman, Financial Advisor serving the Lima, OH area - Ameriprise Advisors

Lindsey Chapman

Financial Advisor

Franchise Owner
Petra Wealth Partners
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Business Retirement Plans

Education

  • Bluffton University, BABA

Previous experience

  • Citizens National Bank, 2000-2006
  • Americom Bank, 1998-1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Spending time with family
  • Health and Wellness
  • Travel
  • Boating