Lisa Marie Hileman Angelo

Employer firm

Halter Ferguson Financial Inc CRD 109563

$705M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → Present
  Halter Ferguson Financial Inc
  Carmel, IN

Other Businesses

Kitt Rose / Gallica Publishing, LLC Investment-Related: No Business Address: 9713 Herons Cove, Carmel, IN 46280 Nature of Business: Writing and publishing fiction novels Position/Title: Author and President Start Date: March 2020 Hours Per Month: Approximately 10 hours per month Hours During Securities Trading Hours: 0 hours Description of Duties: Writes, edits, and markets romance novels published under the pen name Kitt Rose through Gallica Publishing, LLC. Activities are conducted on evenings and weekends as schedule permits. One novel has been self-published and two novels have been published through Evernight Publishing.

Designations

• Chartered Financial Consultant

Other Names

• Lisa Marie Hileman