Bart LiaCRD Number: 1439686
Current Firm: Mpc Advisers, LLC
Bart Lia (CRD# 1439686) is an Investment Advisor Representative working at Mpc Advisers, LLC in Brookfield, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Mpc Advisors,llc||Brookfield, WI||Feb 2011 - Current||6|
|Girard Securities, Inc.||San Diego, CA||Feb 2011 - Current||6|
|Securian Investment Advisor||St Paul, MN||Oct 1997 - Feb 2011||13|
|Securian Financial Services, Inc.||St. Paul, MN||Nov 1987 - Feb 2011||23|
|Minnesota Mutual||St Paul, MN||Jan 1986 - Feb 2011||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management336MILLIONS
Total Number of Accounts1,700ACCOUNTS
Average Account Value$197,647
- 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, CA, FL, IL, LA, MI, MN, OR, TX, WA, WI
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