Neal LischkaCRD Number: 5649807
Current Firm: Primerica Advisors
Neal Lischka (CRD# 5649807) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 12 years of experience in the finance industry.
Wismed Financial, Inc.
Harbour Investments, Inc.
Ameriprise Financial Services, LLC
|Metalcraft Of Mayville||Fall River, WI||Aug 2021 - Current||1|
|Robbins Manufacturing||Fall River, WI||Dec 2014 - Current||8|
|Pfs Investments Inc.||Madison, WI||Sep 2009 - Current||13|
|Primerica Financial Services||Madison, WI||Sep 2008 - Current||14|
|American Packaging Corporation||Columbus, WI||Apr 2013 - Dec 2014||1|
|Qps Employment Group||Beaver Dam, WI||Jan 2013 - Apr 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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