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Kelly Elizabeth Lisbakken

Wedbush & CO., LLC

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About Kelly Elizabeth Lisbakken

Kelly Lisbakken is a registered representative with Wedbush & Co., LLC and Wedbush Securities Inc. Kelly has been in the securities industry since 2005. Kelly has a Series 7, Series 63, Series 79TO, and SIE license. Kelly is registered in 17 states including California, Arizona, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, and Washington. Kelly is affiliated with the San Francisco branch office of Wedbush & Co., LLC.

Firm Information

Kelly Lisbakken is currently registered with Wedbush & CO., LLC. Wedbush & CO., LLC is a Limited Liability Company formed on June 23, 2021. They are registered in 20 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kelly Lisbakken’s Registration & Firm History

CA

02/07/2024 - Present

Wedbush & CO., LLC (San Francisco CA)

CA

01/01/2005 - 07/08/2009

PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 10/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kelly Elizabeth Lisbakken.
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