Lisa AndrewsCRD Number: 3038887
Current Firm: Perk Planning
Compensation Model: Fee Only
Lisa Andrews (CRD# 3038887) is an hourly financial planner and owner of Perk Planning in Madison, WI and has over 15 years of experience in the finance industry. Lisa Andrews 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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|Modern Financial Planning Dba Perk Planning||Madison, WI||Dec 2012 - Current||8|
|Modern Financial Planning, LLC||Madison, WI||Jan 2012 - Dec 2012||< 1|
|Modern Financial Planning, LLC||Madison, WI||Mar 2010 - Dec 2011||1|
|Surebond Inc.||Madison, WI||Nov 2008 - Dec 2009||1|
|American Family Insurance||Madison, WI||Mar 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
Investment advisory services are offered through Perk Planning, a registered investment adviser offering advisory services in the State of Wisconsin and other jurisdictions where registered exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.
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