Lisa Dean, financial advisor Birmingham MI
93 score

Lisa Dean

CRD Number: 4556731
Current Firm: Waddell & Reed

Lisa Dean (CRD# 4556731) is an Investment Advisor Representative working at Waddell & Reed in Birmingham, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bridgepoint Wealth Management (dba) Grand Rapids, MI Sep 2017 - Current < 1
Lisa Dean Inc. Alto, MI Jan 2014 - Current 4
Waddell & Reed, Inc. Grand Rapids, MI Feb 2013 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Alto, MI Feb 2013 - Current 5
Personal Rental Property Grand Rapids, MI May 2009 - Current 8
Bank Of America, Na Grand Rapids, MI Nov 2009 - Feb 2013 3
Merrill Lynch Grand Rapids, MI Jun 2008 - Nov 2009 1
Fifth Third Bank Grand Rapids, MI Oct 2007 - Jun 2008 < 1
Fifth Third Securities Hastings, MI Dec 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Lisa A. Dean
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • KY
  • MI
  • MN
  • MO
  • NJ
  • SC
  • UT
  • VA
  • CO
  • IN
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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