Lisa BricknerCRD Number: 5623411
Current Firm: Cuna Brokerage Services, Inc.
Lisa Brickner (CRD# 5623411) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Winona, MN and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2008 - Current||9|
|Affinity Plus Federal Credit Union||St. Paul, MN||May 2007 - Current||10|
|Wells Fargo||Winona, MN||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV