Lisa Ann Brandau

Employer firm

Cjm Wealth Advisers, Ltd. CRD 107750

$1.47B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2009 → 07/2018
  Aspect Partners
  Fairfax, VA
• 07/2018 → Present
  Cjm Wealth Advisers
  Fairfax, VA

Previous Registrations

• 2012-08-13 → 2018-07-09
  Osaic Fa, Inc.
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2012-07-19

Designations

• Certified Financial Planner

Other Names

• Lisa Brandau
• Lisa Ann Stickel
• Lisa Ann Brandau