Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lewitzke is a financial professional with over 24 years of experience in the industry. Lisa is currently registered with Cetera Investment Advisers LLC as an Investment Adviser Representative and is a Registered Representative with Cetera Advisor Networks LLC. Lisa's professional background includes previous roles with Landaas & Company, Strong Investments, Inc. and Banc One Securities Corporation. Lisa is also a member of Legacy Landscaping LLC and Schulew. Lisa has a wide range of experience and holds several licenses and certifications, including Series 6, 7, 63, 65, 99TO and SIE. Lisa specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lisa is committed to providing her clients with personalized and comprehensive financial advice.
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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2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (MILWAUKEE WI)
WI
05/10/2004 - 03/31/2023
LANDAAS & COMPANY (MILWAUKEE WI)
WI
04/26/2000 - 04/30/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IL
03/24/1998 - 01/07/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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