Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lidke is a financial advisor who has been working in the industry since August 13, 2000. Lisa is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with them since May 2014. Lisa is registered as a Registered Representative in Ohio and Texas. Lisa has previously worked at other firms, including WELLS FARGO ADVISORS, LLC, J.P. MORGAN SECURITIES INC., BANC ONE SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Lisa has also been a co-trustee for RIVERS LIDKE FINANCIAL GROUP DBP since May 2014 and holds 20% ownership of RIVERS LIDKE FINANCIAL GROUP, LLC. Lisa has a wide range of experience and expertise in financial advising and is well-equipped to help clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/02/2014 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
08/29/2008 - 05/02/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
07/01/2006 - 09/03/2008
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
04/11/2002 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
MN
08/14/2000 - 04/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/2000 - 04/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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