Lisa Marie Dollerschell Conwell

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial Llc
  Middleton, WI
• 06/2015 → Present
  Private Advisor Group, Llc
  Middleton, WI

Other Businesses

1. 6/9/2015: MHK Retirement Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/26/2015 - 140 Hours Per Month - Time Spent 100%. 2. 3/21/2016: Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 5/26/2015 - Time Spent 100%. 3. 3/21/2016: Private Advisor Group - DBA: (Hybrid) MHK Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/26/2015 - Time Spent 100%. 4. 12/1/2020 - Private Advisor Group - DBA: (Hybrid) Advisor's (k)are Solution - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Start Date: 11/30/2020 - 15 Hours Per Month/15 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 11/18/2022 - Private Advisor Group - DBA: Source Financial - Investment Related - Registered Investment Advisor Hybrid - Admin - Start Date - 11/15/2022 - 10 Hours Per Month/5 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/18/2022 - Source Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Administrative Support - Start Date - 11/15/2022 - 10 Hours Per Month/5 Hours During Securities Trading 7. 2/9/2023 - Private Advisor Group - DBA: Standard of (k)are Advisors/SOK Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 01/01/2023 - 140 Hours Per Month/132 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-04-25
• S65 Uniform Investment Adviser Law Examination
  2001-12-13
• S63 Uniform Securities Agent State Law Examination
  2000-12-11

Other Names

• Lisa Marie Dollerschell
• Lisa Marie Conwell
• Lisa Dollerschell Conwell
• Lisa Marie Dollerschell Conwell
• Lisa Marie Conwell