Lisa Andrews, financial advisor Madison WI

Lisa Andrews

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Lisa M. Andrews
Phone Number: 608-628-8730
Advisor Website: http://www.perkplanning.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Firm Disclaimer:

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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