Lisa Marie Pogorzelski

Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

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

• 11/2014 → 03/2017
  Bank Of America
  Arnold, MO
• 03/2017 → 01/2019
  Scottrade, Inc.
  St. Louis, MO
• 02/2018 → 01/2019
  Td Ameritrade, Inc.
  St Louis, MO
• 01/2019 → 01/2021
  Edward Jones
  St.LOuis, MO
• 03/2021 → 06/2022
  Lpl Financial Llc
  Arnold, MO
• 07/2022 → 07/2026
  Pnc Wealth Management
  Clayton, OH
• 07/2026 → Present
  Alera Investment Advisors
  Arnold, MO
• 07/2026 → Present
  Alera Securities
  Arnold, MO
• 07/2026 → Present
  Osaic Wealth
  Arnold, MO

Previous Registrations

• 2022-07-13 → 2026-07-06
  Pnc Wealth Management Llc
  Arnold, MO
  Pittsburgh, PA
  Clayton, MO
  Columbus, OH
  Arnold, MO
  Sheffield, OH
  N. Olmsted, OH
  Pittsburgh, PA
• 2021-04-14 → 2022-07-14
  Lpl Financial Llc
  Arnold, MO
  San Diego, CA
  Arnold, MO
• 2019-03-11 → 2021-02-18
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-03-08
• S63 Uniform Securities Agent State Law Examination
  2017-06-30

Other Names

• Lisa Marie Walter
• Lisa Pogorzelski
• Lisa Marie Pogorzelski