Lisbeth Weiss (CRD# 1210794) is an Investment Advisor Representative working at Weiss Financial Services in Anthem, AZ and has over 40 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weiss Financial Services | Plymouth, MN | Oct 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- MN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$169,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, MN
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