Lisa Anne Dean

Current Employers

Employment History

• 05/2009 → 06/2017
  Personal Rental Property
  Grand Rapids, MI
• 02/2013 → 07/2021
  Waddell & Reed, Inc
  Kentwood, MI
• 02/2013 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Alto, MI
• 01/2014 → 07/2021
  Lisa Dean Inc
  Alto, MI
• 09/2017 → 07/2021
  Bridgepoint Wealth Management (Dba)
  Grand Rapids, MI
• 07/2021 → Present
  Lpl Financial Llc
  Kentwood, MI

Previous Registrations

• 2013-02-15 → 2021-07-21
  Waddell & Reed
  Grand Rapids, MI
  Hamden, CT
  Kentwood, MI
• 2008-06-30 → 2013-02-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids
  New York, NY
  Grand Rapids, MI
• 2005-02-24 → 2008-06-20
  Fifth Third Securities, Inc.
  Comstock Park, MI
  Byron Center, MI
  Wyoming, MI
  Byron Center, MI
  Grand Rapids, MI
  Hastings, MI
• 2003-12-12 → 2004-12-17
  Banc One Securities Corporation
  Grand Rapids, MI

Other Businesses

1. 5/1/2019/Bridgepoint Wealth Management/DBA for LPL Business (entity for LPL business)/Investment related/ Grand Rapids, MI 2. 01/03/2014/Lisa Dean Inc/Business Entity For Tax/Investment Purposes Only/Not Investment related/0 HRS/MO/Alto, MI 3. 01/03/2014/Lisa Dean Inc/Other/Not Investment related/3 HRS/MO/Alto, MI 4. 1/24/2023 - Hansen Brokerage Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/13/2023 - 1 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-09-10

Other Names

• Lisa Anne Voltz
• Lisa A Voltz
• Lisa A Dean