Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC, with over 20 years of experience in the industry. Lisa holds a Series 63, 65, 66, 7, 24, 4, and 53 licenses, and is registered in Minnesota. Lisa also holds a Series 65 license, and is registered as an Investment Advisor Representative in Minnesota. Prior to joining Wealth Enhancement Advisory Services, LLC, Lisa worked at Ameriprise Financial Services, Inc., American Enterprise Investment Services Inc., Questar Capital Corporation and USAllianz Securities, Inc. Lisa's specializations include Financial Planning, Retirement Planning, College Savings, and Estate Planning.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
01/02/2014 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/17/2011 - 01/18/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/06/2009 - 05/17/2011
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
09/15/2006 - 04/02/2007
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
06/11/1998 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/28/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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