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 Wall is an investment advisor representative and financial advisor with Mariner Wealth. Lisa Marie Wall has been in the financial services industry for over 20 years. She is a licensed Investment Advisor Representative and has Series 6, 7, 63 and 65 securities licenses. She is also a Certified Public Accountant (CPA). Lisa Marie Wall specializes in providing financial planning, retirement planning, insurance, and investment management services to individuals and families. She also works with business owners and provides consulting services for employee benefits. Lisa Marie Wall is committed to providing her clients with personalized financial advice and strategies to help 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
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2
KS
11/23/2020 - Present
Mariner Wealth (OVERLAND PARK KS)
IA
09/30/2020 - 11/10/2020
AVANTAX INVESTMENT SERVICES, INC. (WATERLOO IA)
IA
07/22/2010 - 09/30/2020
PROEQUITIES, INC. (WATERLOO IA)
IA
11/01/1996 - 09/03/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/14/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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