Michael Lisle, financial advisor Platteville WI
83 score

Michael Lisle

CRD Number: 3014232
Current Firm: Mutual Of Omaha Investor Services, Inc.

Michael Lisle (CRD# 3014232) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Platteville, WI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual/united Of Omaha Insurance Company Eau Claire, WI Oct 1997 - Current 20
Mutual Of Omaha Investor Services, Inc. Eau Claire, WI Sep 1997 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Sep 2005
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael D. Lisle
Phone Number: 402-351-5770
Registered State(s):
  • IA
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
83

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