Lisa Rohrbaugh (CRD# 2613745) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yakima, WA and has over 28 years of experience in the finance industry. Lisa Rohrbaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6464303
Valic Financial Advisors, Inc.
CRD# 3133629
Valic Financial Advisors, Inc.
CRD# 2378534
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Bellevue, WA | May 2021 - Current | 2 |
| Rampart Wealth Strategies | Yakima, WA | Apr 2021 - Current | 3 |
| Ellar LLC | Ellensburg, WA | Jan 2014 - Current | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Ellensburg, WA | Jul 1995 - May 2021 | 25 |
| Waddell & Reed, Inc. | Yakima, WA | Apr 1995 - May 2021 | 26 |
| Ellensburg High School/band Parent Group Volunteer | Ellensburg, WA | Sep 2013 - Jun 2017 | 3 |
| Ellensburg Foursquare Church | Ellensburg, WA | Oct 2012 - Dec 2014 | 2 |
| High School Parent Group Vol/future Business Leaders Of America | Ellensburg, WA | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- TX
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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