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 Haushalter is a financial advisor with LPL Financial LLC in Greenfield, WI. Lisa has been in the financial services industry since October 2000 and has worked with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Lisa holds Series 6, 7, 63, and 65 securities licenses and is a Registered Representative. Lisa specializes in financial planning, portfolio management, and insurance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/11/2011 - Present
LPL Financial LLC (GREENFIELD WI)
WI
09/30/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NEW BERLIN WI)
WI
10/11/2000 - 09/17/2010
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
10/11/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
IA
Issued 01/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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