Lori SaccoCRD Number: 5527270
Current Firm: Bmo Harris Financial Advisors, Inc.
Lori Sacco (CRD# 5527270) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Wauwatosa, WI and has over 8 years of experience in the finance industry. Lori Sacco 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Bmo Harris Financial Advisors||Wauwatosa, WI||Mar 2014 - Current||2|
|Fifth Third Securities||Chicago, IL||Jun 2012 - Feb 2014||1|
|Associated Investment Services, Inc.||Green Bay, WI||Jul 2007 - Jun 2012||4|
|Associated Bank||Oshkosh, WI||Jul 2005 - Jul 2007||2|
|University Of Wisconsin - Oshkosh||Oshkosh, WI||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV