Neal Lischka (CRD# 5649807) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 14 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Metalcraft Of Mayville | Fall River, WI | Aug 2021 - Current | 3 |
Robbins Manufacturing | Fall River, WI | Dec 2014 - Current | 9 |
Pfs Investments Inc. | Madison, WI | Sep 2009 - Current | 15 |
Primerica Financial Services | Madison, WI | Sep 2008 - Current | 16 |
American Packaging Corporation | Columbus, WI | Apr 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2010 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- 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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