Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Lawrence Lindsley, CFP®

Lawrence Lindsley, CFP®

Wealth Advisor/Partner

Summit Planning Group's Philosophy Video

 

In 1987, Larry graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration Degree in Finance and a minor in Financial Planning.  He immediately entered the financial planning field and began to realize his goal of working with clients to help them achieve their financial dreams.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planning Board in Denver, Colorado was awarded to Larry in 1990.  He also received his Chartered Financial Consultant (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania in 1989.  In the past few years, Larry has been recognized by Research Magazine, Registered Rep Magazine and Barrons as one of the top financial advisers in America.  Summit Planning Group was named to Barron’s top 1000 Financial Planning Firms in the United States and top 15 Financial Planning Firms in Wisconsin for 2010, 2012 and 2013. *

In 1999, Larry and his partners formed their own firm, Summit Planning Group, LLC. Larry specializes in retirement planning for both individuals and corporations.  His expertise is working with individual clients over 50 years of age who are nearing retirement or who are already retired. “I love the opportunity to help my clients achieve their financial and personal goals.  I receive a great deal of satisfaction in seeing my clients realize their ‘retirement dreams’.”
 
Larry married Sue in 1988 and they have three children.  Lauren is a Registered Dietician for Festival Foods, Olivia is at Loyola University in Chicago majoring in finance and Nick is majoring in software engineering at Michigan Technological University.  Larry delights in seeing his children launch themselves into the world as they use their skills and gifts.  He also enjoys reading, playing golf and Bible study.

Larry and his family are actively involved in various charitable activities; including myTeam Triumph, The First Tee of Green Bay, Green Bay Community Church and The Greater Green Bay Community Foundation.  Larry summarizes his belief, community service.  “I feel fortunate to have grown up in Green Bay and to raise my family here.  Giving back to this community is a privilege to my family and me.”

* These awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck