Bart Lia, financial advisor Brookfield WI
96 score

Bart Lia

CRD 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 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mpc Advisors,llc Brookfield, WI Feb 2011 - Current 5
Girard Securities, Inc. San Diego, CA Feb 2011 - Current 5
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
Contact Info for Bart D. Lia
Phone Number: 262-785-1005
Firm Website: http://www.mpcfin.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    336
    MILLIONS
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $197,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, IL, LA, MI, MN, OR, TX, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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