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 Sturm is a financial advisor at Artisan Partners Distributors LLC. Lisa has been in the industry since April 5, 2007. Lisa holds the Series 7, Series 24, Series 51 and Series 63 licenses, and is registered to offer securities in all 50 states and the District of Columbia. Lisa's prior experience includes roles at ROBERT W. BAIRD & CO. INCORPORATED, WELLS FARGO FUNDS DISTRIBUTOR, LLC and STRONG INVESTMENTS, INC.
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.
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.
1
2
WI
12/19/2013 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
WI
05/04/2005 - 07/31/2007
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NC
04/11/2005 - 04/27/2005
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
WI
11/09/2000 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 01/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Sturm is the right advisor for you? Invested Better is here to help.
