Lisa Vorce (CRD# 6345201) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in O'fallon, IL and has over 9 years of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Nov 2019 - Current | 4 |
| Thrivent Investment Management Inc. | O'fallon, IL | Jun 2019 - Current | 4 |
| Thrivent Financial | Appleton, WI | Jul 2019 - Nov 2019 | < 1 |
| Unemployed | O'fallon, IL | Mar 2019 - May 2019 | < 1 |
| Visionary Wealth Advisors | Edwardsville, IL | Jul 2016 - Mar 2019 | 2 |
| Tmfs Advisors, LLC | Overland Park, KS | Jul 2015 - Jul 2016 | 1 |
| The Mutual Fund Store-st. Louis, LLC | Overland Park, KS | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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