Luisa Fernanda Lewis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2015 → Present
  Bmo Bank Na
  Eau Claire, WI
• 10/2022 → Present
  Lpl Financial Llc
  Eau Claire, WI

Other Businesses

1) 10/17/2022 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location EAU CLAIRE, WI. 2) 10/17/2022 - BMO Bank NA - Financial Institution Duty - Investment Related - Licensed Branch Employee - Prairie, MN - Start date: 10/2022 - 160 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-01
• S63 Uniform Securities Agent State Law Examination
  2023-01-31

Other Names

• Luisa Fernanda Campos Forero