Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Lewitzke is a financial professional with over 25 years of experience in the financial services industry. Lisa has a deep understanding of the financial markets and has helped countless individuals and families achieve their financial goals. Lisa is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with firms like Landaas & Company, Strong Investments, Inc., and Banc One Securities Corporation. Lisa is committed to providing her clients with personalized financial advice and guidance. Lisa believes in building long-term relationships with her clients and helping them navigate the ever-changing financial landscape.
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 7/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2000
Series 7 - General Securities Representative Examination
BC
Issued 3/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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