Lindsey Haefemeyer,
AIF^®, ChFC^®

Lindsey entered the financial services industry in 2012 upon graduating from the University of Wisconsin–River Falls with degrees in Economics and Political Science. With more than a decade of experience and expertise in investment banking and institutional trading operations, she brings a well-rounded perspective to complex financial planning. Lindsey works closely with high-net-worth individuals, retirees, families, business owners, and military households to help them navigate life’s financial decisions with purpose and direction. Impacted by her father’s leadership in a family business, Lindsey is known for delivering thoughtful, holistic guidance rooted in clarity, confidence, and long-term vision.

As a registered principal, Lindsey serves in a leadership role within the firm’s independent OSJ office, Independent Legacy Network, and is highly regarded by her peers. In addition to her client work, she partners closely with fellow advisors to support firm growth, succession planning, and operational excellence. Lindsey delivers elevated OSJ services through streamlined business development support and tailored transition and legacy planning strategies. Advisors value her collaborative approach, strategic insight, and commitment to helping build durable, well-structured practices designed to last beyond a single generation.

As a military spouse, Lindsey brings firsthand understanding of the financial and personal complexities that accompany military life, including frequent relocations, evolving careers, and planning through periods of transition. Her experience navigating military benefits, TSP strategies, pension and retirement decisions, and benefit elections allows her to provide steady, adaptable fiduciary guidance that supports stability, continuity, and long-term confidence for military personnel and their families.

Lindsey is an Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant® (ChFC®), and holds FINRA Series 7, 24, and 66 licenses along with multiple insurance licenses. She is a multiyear recipient of the Five Star Wealth Manager Award and has been recognized by the Twin Cities Business Journal, Mpls. St.Paul Magazine, and Fortune.

Outside of her professional work, Lindsey enjoys traveling with her husband and their dogs, embracing both new adventures and favorite destinations. An active equestrian and dedicated community volunteer, Lindsey values discipline, service, and meaningful long-term partnership—principles that guide both her personal life and professional philosophy.

Award Disclosures:

• To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Award candidates who satisfy the eligibility and evaluation criteria associated with providing quality services to their clients receive the Five Star Wealth Manager award.