Lori Sacco, financial advisor Wauwatosa WI
96 score

Lori Sacco

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Lori A. Sacco
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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