Lisa Michelle Wright

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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

• 03/2015 → Present
  Principal Life Insurance Company
  Farmington Hills, MI
• 03/2016 → Present
  Principal Securities Inc
  Farmington Hills, MI

Other Businesses

**PRINCIPAL BANK AND PRINCIPAL TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/27/2022 ADDRESS: 28411 Northwestern Hwy, Southfield MI 48034, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal. **GIGI VENTURES, LLC POSITION: President NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2024 ADDRESS: 29172 Bradmoor Ct., Farmington Hills MI 48334, United States DESCRIPTION: The OBA is as a landlord. I oversee the following: property management, compliance with housing laws and regulations, collecting rent, etc.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-20
• S63 Uniform Securities Agent State Law Examination
  1995-02-06

Other Names

• Lisa Michelle Love