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Lisa Kay Mclaughlin

Premier Wealth Solutions, LLC

Lakewood, CO

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Current Employers
Premier Wealth Solutions, Llc

12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-05
  • CO RA
    APPROVED
    Since 2024-10-05

Branch Locations

12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228 • 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
Aegis Financial Wheat Ridge CO 08/2013 08/2022
Premier Wealth Solutions, Llc Lakewood CO 10/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04

View on SEC IAPD

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Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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