Elizabeth Carol Praeger

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2004 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, WI
• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
• 10/2018 → 05/2020
  Michael's
  Racine, WI
• 03/2021 → 05/2021
  Speedway
  Racine, WI
• 05/2017 → 09/2021
  Self Employed
  Racine, WI

Previous Registrations

• 2004-05-21 → 2017-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
  Burlington, WI
  Burlington, WI

Other Businesses

I*539229, Entity Type: Entity For Profit, Name of OBA: doTERRA, Address: Pleasant Grove , Utah 84062, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 01/01/2018, No Hours: 2, No Hours during trading: 0, Duties: Buying product for self use and selling some. I*538247, Entity Type: Entity For Profit, Name of OBA: Mary Kay, Address: Addison, Texas 75001, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 11/20/2020, No Hours: 2, No Hours during trading: 0, Duties: Buying product for self and selling some

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03
• S63 Uniform Securities Agent State Law Examination
  1999-02-22

Other Names

• Elizabeth Carol Lichtenwalner
• Elizabeth Carol Thode
• Elizabeth Lichtenwalner
• Elizabeth Obernberger
• Elizabeth Thode