Lisa Michelle Skordahl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → Present
  Lisa Skordahl
  Coon Rapids, MN
• 03/2016 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Other Businesses

1) LISA SKORDAHL; POSITION: Seller NATURE: Sole Propietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2016; ADDRESS: 11526 Cottonwod Street NW, Coon Rapids MN 55448 DESCRIPTION: Various sales through Ebay, Craigslist, etc. 2) LISA SKORDAHL POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/24/2016 ADDRESS: 11526 Cottonwood Street NW, Coon Rapids MN 55448 DESCRIPTION: Fixed Insurance Agent 3) TRUE NORTH ADVISORY GROUP POSITION: Financial Advisor NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 04/23/2018 ADDRESS: 11300 86th Avenue N, Maple Grove MN 55369, United States DESCRIPTION: Securities marketing name. Does not appear to violate any firm policies. 4) LISA SKORDAHL POSITION: Administrative Assistant NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/18/2019 ADDRESS: 11526 Cottonwood Street NW, Coon Rapids MN 55448, United States DESCRIPTION: Administrative support such as appointment setting, filing, scanning, faxing, purchasing office supplies, etc.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-03
• S63 Uniform Securities Agent State Law Examination
  2015-05-22

Other Names

• Lisa Michelle Iverson