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Lisa Marie Andrews

Perk Planning

Madison, WI

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Current Employers
Perk Planning

25 West Main Suite 500, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-04-08
WI RA APPROVED 2013-01-02
  • TX RA
    APPROVED_RES
    Since 2013-04-08
  • WI RA
    APPROVED
    Since 2013-01-02

Branch Locations

25 West Main Suite 500, Madison, WI 53703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modern Financial Planning Dba Perk Planning Madison WI 12/2012 Present
  • 12/2012 → Present
    Modern Financial Planning Dba Perk Planning
    Madison, WI
Previous Registrations
  • 2012-01-03 → 2012-12-31
    Cgn Advisors, Llc
    Madison, WI
    Manhattan, KS
  • 2010-05-12 → 2011-12-31
    Modern Financial Planning
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-21
  • S63 Uniform Securities Agent State Law Examination
    2000-07-21
Designations
Other Names
  • Lisa Andrews
  • Lisa Marie Andrews

View on SEC IAPD

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KRISTY LYNN REED
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TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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