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Lisa Anne Hallenbeck

Edward Jones

Mukwonago, WI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-07
WI RA APPROVED 2017-05-26
  • TX RA
    APPROVED_RES
    Since 2018-12-07
  • WI RA
    APPROVED
    Since 2017-05-26

Branch Locations

827 South Rochester Street Suite 111, Mukwonago, WI 53149 • 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
OrganizationCityStateFromTo
Sagepoint Financial Delafield WI 05/2015 05/2017
Edward Jones Mukwonago WI 05/2017 Present
  • 05/2015 → 05/2017
    Sagepoint Financial
    Delafield, WI
  • 05/2017 → Present
    Edward Jones
    Mukwonago, WI
Previous Registrations
  • 2015-05-01 → 2017-05-02
    Osaic Services, Inc.
    Delafield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-22
  • S66 Uniform Combined State Law Examination
    2015-01-22
Other Names
  • Lisa Anne Nevitt
  • Lisa Anne Leppin
  • Lisa Anne Nevitt-Austin
  • Lisa Anne Hallenbeck
  • Lisa Anne Nevitt-Austin

View on SEC IAPD

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Other Investors

Scott Andrew Howard
PETER JAMES ENGSTROM
SAMANTHA NICOLE GUTHRIE
SCOTT MICHAEL SCHREIBER
Lukas Scott Schreiber
JOHN OTTO SCHREIBER
Gary Alan Martens
Timothy Joseph Martens

Other Offices

EDWARD JONES · MUKWONAGO, WI
ASSOCIATED INVESTMENT SERVICES, INC. · MUKWONAGO, WI
LPL FINANCIAL LLC · MUKWONAGO, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MUKWONAGO, WI
EDWARD JONES · Mukwonago, WI
OSAIC WEALTH, INC. · MUKWONAGO, WI
LPL FINANCIAL LLC · TROY, WI
MML INVESTORS SERVICES, LLC · Big Bend, WI

More in Mukwonago, WI

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