Best Investors Account Sign in

Lisa Faiella

Edward Jones

St. Louis, MO

Rochester, MN

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-06-10
MO RA APPROVED 2023-04-17
  • MN RA
    APPROVED
    Since 2025-06-10
  • MO RA
    APPROVED
    Since 2023-04-17

Branch Locations

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

Rochester, MN • 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
Cuna Brokerage Services, Inc. Waverly IA 05/2007 12/2017
Lpl Financial Mashpee MA 06/2018 07/2019
Clower Wealth Management Mashpee MA 06/2018 07/2019
Unemployed Forestdale MA 01/2018 06/2018
Edward Jones St. Louis MO 10/2019 Present
Affinity Plus Federal Credit Union St Paul MN 05/2007 12/2017
  • 05/2007 → 12/2017
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 06/2018 → 07/2019
    Lpl Financial
    Mashpee, MA
  • 06/2018 → 07/2019
    Clower Wealth Management
    Mashpee, MA
  • 01/2018 → 06/2018
    Unemployed
    Forestdale, MA
  • 10/2019 → Present
    Edward Jones
    St. Louis, MO
  • 05/2007 → 12/2017
    Affinity Plus Federal Credit Union
    St Paul, MN
Previous Registrations
  • 2019-01-03 → 2019-08-14
    Lpl Financial Llc
    Mashpee, MA
  • 2014-06-04 → 2018-01-05
    Cuna Brokerage Services, Inc.
    Winona, MN
    Waverly, IA
    Rochester, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
S65 Uniform Investment Adviser Law Examination 2014-06-02
S63 Uniform Securities Agent State Law Examination 2009-02-19
  • S66 Uniform Combined State Law Examination
    2023-04-14
  • S65 Uniform Investment Adviser Law Examination
    2014-06-02
  • S63 Uniform Securities Agent State Law Examination
    2009-02-19
Other Names
  • Lisa Marie Schlink
  • Lisa Marie Schlink
  • Lisa Marie Albrecht
  • Lisa M Brickner
  • Lisa Brickner
  • Lisa Marie Faiella

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC
25 FINANCIAL

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor