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Lisa Marie Bourque

Ganim Private Wealth

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About Lisa Marie Bourque

Lisa Marie Bourque is an investment advisor representative at Ganim Private Wealth, a firm headquartered in Shelton, Connecticut. Lisa has over 17 years of experience in the financial services industry. She holds Series 6, 7, 63 and 65 licenses and is a Chartered Financial Consultant. Lisa has experience providing financial planning, investment advice and portfolio management services to individual and institutional clients. Lisa also has experience working with clients in the insurance, pension and profit-sharing plan and charitable organization industries.

Firm Information

Lisa Bourque is currently registered with Ganim Private Wealth. Ganim Private Wealth is an investment advisory firm based in Shelton, CT. The firm provides financial planning and portfolio management services to individuals, families, and institutions. They have approximately $131,543,639 in regulatory assets under management and manage accounts for a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm also participates in wrap fee programs.
Ganim Private Wealth

2 ENTERPRISE DRIVE

SHELTON, CT 06484

$131.54M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Bourque’s Registration & Firm History

CT

01/24/2020 - Present

Ganim Private Wealth (SHELTON CT)

CT

08/08/2005 - 01/09/2013

METLIFE SECURITIES INC. (SHELTON CT)

CT

08/08/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)

CT

01/14/1994 - 05/05/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 08/10/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Marie Bourque.
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