Lisa ZitzmannCRD Number: 3005449
Current Firm: Wells Fargo Clearing Services, LLC
Lisa Zitzmann (CRD# 3005449) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Frontenac, MO and has over 22 years of experience in the finance industry.
Cutter & Company, Inc.
Fidelity Personal And Workplace Advisors
|Wells Fargo Clearing Services, LLC||Frontenac, MO||Sep 2017 - Current||4|
|Homemaker||Frontenac, MO||Dec 2009 - Aug 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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