Investment adviser representative · Allysian Wealth Planning
Lindsay M. Rhodes
CRD 6602537 · Cullman, AL
At a glance
Lindsay M. Rhodes is an investment adviser representative with Allysian Wealth Planning in Cullman, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lindsay’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Allysian Wealth PlanningSince June 2026Cullman, AL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lindsay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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