Sharon Lisac, financial advisor Spencer IA
93 score

Sharon Lisac

CRD Number: 4521667
Current Firm: Northwest Wealth Management, LLC

Sharon Lisac (CRD# 4521667) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Wealth Management, LLC Arnolds Park, IA Apr 2010 - Current 6
Wells Fargo Des Moines, IA Aug 1988 - Apr 2010 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Sharon A. Lisac
Phone Number: 712-580-4100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    2,807
    ACCOUNTS
  • Average Account Value
    $122,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, IA, IN, MN, MO, NE, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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