Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rohrbaugh is a financial advisor with over 25 years of experience in the financial services industry. Lisa is a Certified Financial Planner® professional and has a Series 7, 6, 63, and 65 licenses. Lisa is currently employed at Osaic Wealth, Inc. where she focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Osaic Wealth, Lisa worked at Waddell & Reed for over 25 years. Lisa has a strong commitment to helping her clients 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.
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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WA
05/27/2021 - Present
Osaic Wealth, Inc. (ELLENSBURG WA)
WA
06/26/1995 - 05/28/2021
WADDELL & REED (YAKIMA WA)
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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