Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Stephens is an Investment Advisor Representative associated with Storehouse Wealth Management, LLC. Lisa has been in the industry since 2017 and has a Series 65 license. Lisa has experience working with high net worth individuals and corporations, and she specializes in providing financial planning and portfolio management services. Lisa is committed 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.
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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IL
07/27/2023 - Present
Storehouse Wealth Management, LLC (PEORIA IL)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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