Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Fishler is a financial advisor registered with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Lisa has been in the financial services industry since 2000 and holds the Series 7, Series 6, and Series 63 licenses. Lisa is also a Certified Financial Planner. She is a licensed investment advisor in Wisconsin. Lisa has experience working with individuals, high-net-worth individuals, families, businesses, and retirement plans. She is committed to providing her clients with personalized financial advice and helping them 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.
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
06/22/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
06/06/2007 - 12/31/2010
INVEST FINANCIAL CORPORATION (RICE LAKE WI)
WI
12/18/2001 - 05/23/2007
ASSOCIATED INVESTMENT SERVICES, INC. (MADISON WI)
IL
03/24/2000 - 12/13/2001
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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