Lindsay Fitzpatrick has been an investment adviser representative at Old Mission Investment since June 2019, and is not listed among the firm’s executive officers or direct owners. Lindsay Fitzpatrick holds a Bachelor of Arts in hospitality business from Michigan State University.
Old Mission Investment Company, LLC is a Traverse City, MI firm with $929M under management, 1,055 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Lindsay Fitzpatrick is Vice President of Investments and Financial Planning of Old Mission Investment Company. She joined the firm in 2019 after working as an investment advisor and financial planner at Rehmann Financial in Saginaw. She concentrates on comprehensive financial planning, retirement needs analysis, investment analysis, portfolio design, risk management and qualified and non-qualified retirement plans.
Lindsay Fitzpatrick’s longest registration is the current one, 7 years at Old Mission Investment since 2019. Before joining Old Mission Investment in 2019, Lindsay Fitzpatrick was registered through Rehmann Financial.
- – present · 7 yearsTraverse City, MI · Adviser representative · Firm CRD 140381
- Rehmann Financial– · 4 yearsSaginaw, MI · Adviser representative · Firm CRD 123047
Professional designations
Listed by Old Mission Investment
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lindsay Fitzpatrick is registered as an investment adviser representative in Michigan, since June 2019.
- MichiganSince 5 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 September 2013 |
| Series 7 | General Securities Representative Examination | 20 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6193198
- Firm
- Old Mission Investment · CRD 140381
- Office
- 880 MUNSON AVENUE, SUITE B, Traverse City, MI 49686
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omico.net
Where does Lindsay Fitzpatrick work?
Lindsay Fitzpatrick is an investment adviser representative registered through Old Mission Investment Company, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Lindsay Fitzpatrick a financial advisor?
Yes. Lindsay Fitzpatrick has a current investment-adviser registration in Michigan, through Old Mission Investment since June 2019.
How many years of experience does Lindsay Fitzpatrick have?
Lindsay Fitzpatrick has 12 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Lindsay Fitzpatrick passed?
Lindsay Fitzpatrick has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2013. FINRA credited Lindsay Fitzpatrick with the SIE, which began in October 2018.
Where did Lindsay Fitzpatrick work before Old Mission Investment?
Before Old Mission Investment, Lindsay Fitzpatrick was registered through Rehmann Financial, October 2014 to March 2019.
Where is Lindsay Fitzpatrick based?
Lindsay Fitzpatrick’s registered office is in Traverse City, MI.
Is Lindsay Fitzpatrick registered with FINRA?
No. Lindsay Fitzpatrick has no current broker registration.
Is Lindsay Fitzpatrick a CFP?
Old Mission Investment lists Lindsay Fitzpatrick with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lindsay Fitzpatrick’s record?
Search CRD 6193198 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsay Fitzpatrick’s full registration record.
