Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cowan is a financial advisor with Welch Financial Planning, LLC. Lisa is a registered Investment Advisor Representative in Colorado. Lisa has been in the industry for over 8 years and holds Series 63, 66 and 7 licenses, as well as the SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
02/27/2024 - Present
Welch Financial Planning, LLC (BOULDER CO)
CO
07/02/2019 - 03/01/2024
SECURITIES AMERICA, INC. (BOULDER CO)
CO
03/22/2018 - 07/10/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOULDER CO)
CO
04/21/2015 - 03/07/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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