Lindsey Simek has been an investment adviser representative at Capstone Investment Financial Group since January 2021, and is not listed among the firm’s executive officers or direct owners.
Capstone Investment Financial Group, LLC is a Webster, NY firm with $175M under management, 392 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Lindsey Simek is a Financial Advisor with Capstone Investment Financial Group. She is the lead financial planner and manages the firm's ESG portfolios. She splits her time between the firm's Denver Tech Center and Colorado Springs offices.
- – present · 5 yearsColorado Springs, CO · Adviser representative · Firm CRD 122575
Investment adviser representative registrations
Lindsey Simek is registered as an investment adviser representative in Colorado, since January 2021.
- ColoradoSince 20 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lindsey Ann Simek
- CRD
- 6979602
- Firm
- Capstone Investment Financial Group · CRD 122575
- Office
- 615 N. Nevada, Colorado Springs, CO 80903
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstoneinvest.com
Where does Lindsey Simek work?
Lindsey Simek is an investment adviser representative registered through Capstone Investment Financial Group, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lindsey Simek a financial advisor?
Yes. Lindsey Simek has a current investment-adviser registration in Colorado, through Capstone Investment Financial Group since January 2021.
How many years of experience does Lindsey Simek have?
Lindsey Simek has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has Lindsey Simek passed?
Lindsey Simek passed the Series 65 in January 2021.
Where is Lindsey Simek based?
Lindsey Simek’s registered office is in Colorado Springs, CO.
Is Lindsey Simek registered with FINRA?
No. Lindsey Simek has no current broker registration.
How can I verify Lindsey Simek’s record?
Search CRD 6979602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsey Simek’s full registration record.
