Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kasper is a financial advisor with over 20 years of experience in the industry. Lisa currently holds licenses to practice in the State of Minnesota. Lisa is affiliated with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC.
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.
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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2
MN
06/12/2023 - Present
Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)
MN
05/10/2013 - 05/02/2023
J.W. COLE FINANCIAL, INC. (WAYZATA MN)
MN
12/06/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HUTCHINSON MN)
MN
10/15/1999 - 11/14/2006
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
NY
03/09/1999 - 10/21/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BC
Issued 12/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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