Inactive

Lisa Marie Lacross-Courtney

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-06-04
MI	RA	APPROVED	2019-10-11

TX RA
APPROVED

Since 2020-06-04
MI RA
APPROVED

Since 2019-10-11

Branch Locations

2950 South State Suite 250, Ann Arbhor, MI 48104 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Farmington Hills	MI	10/2014	09/2019
Bank Of America, N.A.	Farmington Hills	MI	11/2014	09/2019
Financial Engines Advisors L.L.C	Sunnyvale	CA	09/2019	Present

10/2014 → 09/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI
11/2014 → 09/2019

Bank Of America, N.A.

Farmington Hills, MI
09/2019 → Present

Financial Engines Advisors L.L.C

Sunnyvale, CA

Previous Registrations

2014-11-10 → 2019-09-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI
2010-09-27 → 2014-10-21

Pnc Wealth Management Llc

Atlanta, MI

Lewiston, MI

Alpena, MI

Alpena, MI

Alpena, MI

West Branch, MI

Oscoda, MI

East Tawas, MI

Harrison, MI

Gladwin, MI

Gladwin, MI

Harrison, MI
2010-08-03 → 2010-09-20

Lpl Financial Llc

Alpena, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-08-04

S66 Uniform Combined State Law Examination

2005-08-04

Other Names

Lisa Marie Lacross-Courtney
Lisa Marie Lacross
Lisa Marie Lacross-Courtney
Lisa Marie Pahlkotter
Lisa Marie Pahlkotter
Lisa Marie Lacross

View on SEC IAPD

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Other Investors

ETHAN JOSEPH WARREN

KARLA E OLSON-BELLFI

THAI-VI NGUYEN PHAM

Melinda S Armbruster

CARMEN WOSKERSHIAN

PAUL ANTHONY NOEL

FRANK DANIEL MIRABELLA

BARTLEY DUNCAN GRAVELLE

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Ann Arbor, MI

CG ADVISORY SERVICES · Ann Arbor, MI

AMERIPRISE FINANCIAL SERVICES, LLC · Ann Arbor, MI

EDELMAN FINANCIAL ENGINES · ANN ARBOR, MI

UBS FINANCIAL SERVICES INC. · Ann Arbor, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI

MARIPAU WEALTH MANAGEMENT LLC · ANN ARBOR, MI

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