Lisa Marie Sheehan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Naples, FL
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lakewood Ranch, FL

Previous Registrations

• 2005-07-15 → 2024-04-04
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Columbia, MD
  Naples, FL
  Lakewood Ranch, FL
  Tampa, FL
  Sarasota, FL
  Naples, FL
  Lakewood Ranch, FL
  Lakewood Ranch, FL
  Naples, FL
  Sarasota, FL
• 2000-03-20 → 2005-06-24
  Truist Investment Services, Inc.
  Bradenton, FL

Other Businesses

LA FITNESS; NOT INV. RELATED; HALLANDALE BEACH, FL; INSTRUCTOR; START 4/16/2024; 20 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: TEACHING A ZUMBA CLASS. ZUMBA FITNESS; NOT INV. RELATED; SARASOTA,FL; INSTRUCTOR; START 4/16/2024; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; FITNESS INSTRUCTOR. ESPORTA FITNESS, NOT INVT RELATED, UNIVERSITY PARK, FL, INSTRUCTOR, START DATE 4/16/2024. 8 HRS PER MONTH, 0 HRS DURING TRADING, FITNESS INSTRUCTOR. ZUMBA FITNESS ; NOT INV RELATED;HALLANDALE BEACH,FL; FITNESS CLASSES; ZUMBA INSTRUCTOR; START DATE: 04/14/2026; 12 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2001-10-15
• S63 Uniform Securities Agent State Law Examination
  2000-05-22

Other Names

• Lisa Marie Brosky