Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brinig is a financial advisor at Mariner Wealth, a firm with over 700 investment advisor representatives and over $81 billion in assets under management. Lisa has been in the industry for over 13 years and has a Series 7 and Series 66 license. Lisa specializes in financial planning, portfolio management, and family office services. Lisa is a Certified Financial Planner and has a strong commitment to helping her clients achieve their financial goals. Lisa has a history of working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Lisa is committed to providing her clients with personalized financial advice and guidance.
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.
Family office services
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
KS
05/19/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
CA
03/29/2012 - 04/22/2015
MONTAGE SECURITIES, LLC (SAN DIEGO CA)
OH
04/28/2009 - 03/30/2012
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
BC
Issued 04/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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