Kelsey Lindsey in

Kelsey Lindsey

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Financial Advisor, managing partner at Lindsey Financial Group at LPL Financial
📍 Fort Worth, Texas, United States

Kelsey Lindsey is a Financial Advisor and Managing Partner at Lindsey Financial Group with LPL Financial. A graduate of the TCU Neeley School of Business, she focuses on personal financial planning, accumulation strategies, and tax solutions. She has particular expertise in TRS pension and retirement plans for Texas school districts.

Outside of finance, Kelsey is the founder and owner of Fort Worth Princess Parties, an entertainment service she established in 2012. In her spare time, she enjoys music and occasionally sings in a band, performing in the Fort Worth Stockyards.

Unique fact: Kelsey combines her financial acumen with a creative entrepreneurial spirit, running a successful fairytale character business alongside her financial practice.

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Experience
13 Years
Current Role
Financial Advisor, managing partner at Lindsey Financial Group
Location
Fort Worth, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kelsey cares about

Retirement Planning
Focuses on accumulation strategies for investors looking to save for retirement and has special expertise in TRS pension plans for Texas educators.
Tax Planning
Enjoys tax planning and works with CPAs to bring clients personalized tax solutions through investment strategies.
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Career

Work history

3-2021
Financial Advisor, managing partner at Lindsey Financial Group
LPL Financial
6-2019 - 12-2020
Financial Advisor
Cetera Investment Services LLC
2017 - 6-2019
Financial Services Representative
Foresters Financial
7-2016 - 5-2017
Supervisor of TCU Phonathon (Annual Giving Campaign)
Texas Christian University
5-2015 - 8-2015
Marketing Intern
Blue Infusion Technologies
In the press

Media appearances

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Education
2013 - 2017
Bachelor of Business Administration (B.B.A.)
TCU Neeley School of Business
2009 - 2013
High School Diploma
Carroll Senior High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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