Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brula is a financial advisor with Cetera Investment Advisers LLC. Lisa has been in the financial services industry for over 20 years. Lisa is registered to provide investment advice in 18 states. Lisa provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Cetera Investment Advisers LLC is a registered investment advisor with approximately $104 billion in assets under management. Cetera Investment Advisers LLC provides financial planning, portfolio management for individuals and businesses, and pension consulting to individuals, businesses, charitable organizations, high net worth individuals, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON MN)
MN
04/25/2001 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BLOOMINGTON MN)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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