Lisa Ellen Eilers

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 12/2016
  Massmutual Life Insurance Company
  Plymouth, MA
• 03/2014 → 12/2016
  Mml Investors Services
  Plymouth, MA
• 12/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Sagamore Beach, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Kingston, MA

Other Businesses

Business Ownership; Pralee Services LLC; Co-owner; My domestic partner is starting a business in RV repair. I will be a co owner.; 29 Forest St, , Carver, MA, 02330; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-04-24

Other Names

• Lisa Eilers