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 Lahner is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Lisa has been in the financial services industry since January 3, 2021 and holds several industry licenses, including Series 63, Series 65 and Series 7TO. Lisa's primary office location is in St Charles, IL. Lisa has a strong focus on providing financial planning, portfolio management, and educational seminars to clients. Lisa is also involved in other business activities and is committed to providing exceptional service to her clients. Ameriprise Financial Services, LLC provides financial advisory services to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Ameriprise Financial Services, LLC manages over $479 billion in assets and has a client base of over 140,000 individuals and organizations. Ameriprise Financial Services, LLC provides a wide range of financial services, including asset allocation, financial planning, portfolio management, educational seminars, and other advisory services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/10/2023 - Present
Ameriprise Financial Services, LLC (St Charles IL)
IA
Issued 07/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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