Adam Lisowsky, financial advisor Cincinnati OH

Adam Lisowsky

CRD Number: 6411978
Current Firm: Clarify Wealth Management

Adam Lisowsky (CRD# 6411978) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 9 years of experience in the finance industry.

Similar Advisors
John Abbott, financial advisor Cincinnati OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Phillip Abshire, financial advisor Cincinnati OH
Phillip F. Abshire
CRD# 2667585
Edward Jones
Company Name Location Dates Years
Clarify Wealth Management Cincinnati, OH Jul 2017 - Current 6
Lpl Financial LLC Cincinnati, OH Jun 2017 - Current 6
Fidelity Brokerage Services, LLC Covington, KY Oct 2014 - Jun 2017 2
Breadwinners Fort Thomas, KY Feb 2013 - Oct 2014 1
The Collection Auto Group Fort Mitchell, KY Oct 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Adam P. Lisowsky
Phone Number: 513-381-0001
Firm Website: http://clarifywealth.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,210
    ACCOUNTS
  • Average Account Value
    $272,418
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IN, KY, OH

Ready to hire a financial advisor? Get competitive proposals from Adam Lisowsky and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.