Lisa Marie Strohm

Employer firm

Good Life Advisors, LLC CRD 171898

$4.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Good Life Advisors, Llc
  Wyomissing, PA

Previous Registrations

• 2010-07-22 → 2015-12-07
  Agili, P.C.
  Richmond, VA
  Bethlehem, PA
• 2009-10-23 → 2010-05-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conshohocken, PA
  Bethlehem, PA
• 2005-08-19 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Bethlehem, PA
  West Conshohocken, PA
  Bethlehem, PA

Other Businesses

1. 09/2022 Strohm Wealth Advisors, LLC, Inv Rel, 100% of time spent from reported location 2. 12/4/15 - GOOD LIFE ADVISORS, LLC REGISTERED INVESTMENT ADVISORS CHARGE WRAP FEES AND PROVIDE FINANCIAL PLANNING FOR A FEE - 100% OF TIME SPENT - WYOMISSING PA. 3. ATHENA NETWORK -/100%/SOLE MEMBER, NETWORKING AND ADVISING WOMEN AND THEIR FINANCIAL CONCERNS.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-11

Designations

• Certified Financial Planner

Other Names

• Lisa Marie Capirose
• Lisa Marie Destein