Sharon Ann Lisac

Employer firm

Northwest Wealth Management, LLC CRD 152816

$1.03B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2010 → Present
  Northwest Wealth Management, Llc
  Arnolds Park, IA
• 04/2010 → Present
  Northwest Bank
  West Des Moines, IA

Previous Registrations

• 2003-12-10 → 2010-04-13
  Wells Fargo Investments, Llc
  Clive, IA
  Clive, IA
  Clive, IA

Other Businesses

NORTHWEST BANK 5700 UNIVERSITY AVENUE, SUITE 100 WEST DES MOINES, IA 50266 NON-INVESTMENT RELATED PRIVATE BANKING MANAGER APRIL 2010 TO PRESENT DEVOTES 39 HOURS PER MONTH 29 OF WHICH ARE DURING SECURITIES TRADING HOURS DUTIES INCLUDE PRIVATE BANKER FOR HIGHER NET WORTH CLIENTS

Exams

• S66 Uniform Combined State Law Examination
  2002-06-12