Lis Inc.

Lis Inc. (CRD# 289168) is a financial advisory firm headquartered in , . They manage $25,454,577 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $262,418
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Lis Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Klein, financial advisor Urbandale IA
Kevin K. Klein
CRD#: 2128175
Urbandale, IA

Kevin Klein (CRD# 2128175) is an Investment Advisor Representative working at Lis Inc. in Urbandale, IA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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