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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kelly is a financial advisor with Mairs & Power in Saint Paul, Minnesota. Lisa has been in the financial services industry since 2008, and has experience in investment advising, portfolio management, and client service. Lisa is licensed in California and Minnesota. Lisa offers financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Lisa has a strong track record of providing clients with personalized financial advice and services. Previously, Lisa was a financial advisor at Sanford C. Bernstein & Co., LLC, in Minneapolis, Minnesota.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
03/30/2023 - Present
Mairs & Power (ST. PAUL MN)
MN
02/13/2008 - 08/24/2021
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
IA
Issued 05/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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