Lisa Renae Castelluzzo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2009 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2003 → Present
  First Premier Bank
  Sioux Falls, SD
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Sioux Falls, SD

Other Businesses

1.) FIRST PREMIER BANK, OPENS BANK IRAS, IRAS CONTAIN BANK CDS AND SAVINGS ACOCUNTS. ALSO HANDLES OPERATIONAL TASKS WITH BANK IRAS.REFERS CLIENTS/NON-CLIENTS TO BANKERS OCCASSIONALLY TO OPEN VARIOUS BANK PRODUCTS(I.E. CHECKING, SAVINGS, DEBIT CARDS, LOANS, ETC) 2.) MELALEUCA PRODUCTS, PREFERRED CUSTOMER ORDERING, 0 HOURS, $0 COMPENSATION, NO SECURITIES CLIENTS. 3.) 5/11/17 SENEGENCE INTERNATIONAL. SELLING MAKEUP & LIPSTICK FOR INCOME & COMMISSION." 3.). LIFEVANTAGE, DISTRIBUTOR, TALK TO PEOPLE ABOUT HEALTH AND WELLNESS AND ACTIVATION VERSUS SUPPLEMENTATION 4.) EXECUTIVE COMMITTEE MEMBER FOR LEUKEMIA AND LYMPHOMA SOCIETY; LEAD FUNDRAISING EFFORTS, CORPORATE SPONSORSHIP, SECURE NEW PARTNERS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-20
• S63 Uniform Securities Agent State Law Examination
  2009-04-24

Designations

• Certified Financial Planner

Other Names

• Lisa Renae Buri