Lindsey Kane, CFP®
Assistant Vice PresidentLindsey serves as an assistant vice president and advisor in our Madison, WI office, supporting both the advisory team and clients by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships.
She brings over a decade of experience in banking and finance, working at BMO Harris Bank for almost six years before transitioning to her most recent role as an associate financial advisor.
Born and raised in Iowa, Lindsey now resides in DeForest, WI with her daughter Blake. Outside of work, she enjoys watching sports and spending time outdoors with her family.
Previous Experience
- Associate Financial Advisor at Johnson Financial Group
- Senior Premier Banker – Vice President at BMO Harris Bank
- Universal Banker at BMO Harris Bank
Education & Credentials
- BS, University of Northern Iowa, Finance
- Certified Financial Planner® (CFP®)
- Series 66 license
- WI Life and Health Insurance licenses
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
