Lisa Cantu (CRD# 7803874) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goelzer Investment Management, Inc. | Indianapolis, IN | Jun 2023 - Current | < 1 |
| Marian University | Indianapolis, IN | Jan 2023 - May 2023 | < 1 |
| Cuna Mutual Group | Madison, WI | Jun 2022 - Dec 2022 | < 1 |
| Aurora Financial Strategies | Indianapolis, IN | Aug 2021 - May 2022 | < 1 |
| Invex Banco | San Pedro Garza Garcia, | May 2021 - Jul 2021 | < 1 |
| Marian University | Indianapolis, IN | Aug 2020 - May 2021 | < 1 |
| Unemployed | Indianapolis, IN | May 2020 - Aug 2020 | < 1 |
| Marian University | Indianapolis, IN | Aug 2019 - May 2020 | < 1 |
| Unemployed | San Pedro Garza Garcoa, | May 2019 - Aug 2019 | < 1 |
| Liceo De Monterrey | San Pedro Garza Garcia, | Aug 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- IN
-
Total Assets Under Management3,159MILLIONS
-
Total Number of Accounts1,690ACCOUNTS
-
Average Account Value$1,869,483
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DE, FL, GA, IN, NE, NJ, NY, OH, TN, TX, WA
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