Lou Ann LisackCRD Number: 6281404
Current Firm: Forum Financial Management, LP
Lou Ann Lisack (CRD# 6281404) is an Investment Advisor Representative working at Forum Financial Management, LP in Orland Park, IL and has over 2 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
Forum Financial Management, LP
|Forum Finanancial Management, LP||Lombard, IL||Jul 2014 - Current||2|
|Tax & Financial Solutions, Inc.||Orland Park, IL||Jul 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts7,269ACCOUNTS
Average Account Value$280,262
- 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
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI
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