Andrew Michael Lisi

Current Employers

Employment History

• 06/2014 → 12/2016
  Highland Solutions
  Chicago, IL
• 12/2016 → 05/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2016 → 05/2017
  Northwestern Mutual Investment Services Llc
  Chicago, IL
• 07/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2017-09-21 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1) ANDREW LISI VOICE ARLINGTON HEIGHTS, IL 60005 CATEGORY: RETAIL, SERVICE INDUSTRY, OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: VOICE ACTING FOR RADIO, TV, ONLINE, ETC. START DATE: 12/16/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) THE NEXT LEVEL PLANNING GROUP 8755 W. HIGGINS ROAD, SUITE 200, CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/EMPLOYEE DUTIES: SELLING FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE START DATE: 12/18/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) ANDREW LISI - EXECUTIVE PASTOR MT. PROSPECT, IL 60018 CATEGORY: CONSULTANT INVESTMENT RELATED: NO TITLE: CONSULTANT DUTIES: PROVIDING OUTSOURCED EXECUTIVE PASTOR DUTIES FOR CHURCHES IN THE U.S. START DATE: 11/1/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 4) EXECUTIVE POSITION: Consultant NATURE: Providing outsourced executive pastor duties for churches in the U.S. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2023 ADDRESS: 635 W Wing St., Arlington Heights IL 60005, United States DESCRIPTION: Includes:Running operations meetingsAligning bookkeeping entries with budget line items (not doing bookkeeping itself)Making sure finances are in sync with project budgetsReviewing purchasesCommunicating ministry calendarProviding commentary on monthly closeFind resources and vet other services for the churchPossibly assisting in filing tax forms (not filing them or signing the documents)Establishing standard operating procedures for staff and volunteersPlaying integrator role between finances, long-term church direction, and short-term projects 5) THE NEXT LEVEL PLANNING GROUP POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 8755 W. HIGGINS ROAD, SUITE 200, CHICAGO IL 60631, United States DESCRIPTION: Provide financial advice and investment management for clients 6) FINISH LINE ADVISOR POSITION: Member NATURE: I am not sure. It is a referral program of sorts that I have been asked to join based on my planning philosophy and lifestyle. I am not generating any income from it. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/02/2025 ADDRESS: 635 W Wing St., Arlington Heights IL 60005, United States DESCRIPTION: Primary duties will be internal cohort for accountability. We meet to hold each other accountable to the financial standards and practices we'd like to advise clients on through Finish Line Advisors. Once I get OBA approval, I will be listed on the website as an advisor that clients can find through their network.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-19
• S63 Uniform Securities Agent State Law Examination
  2017-03-25

Designations

Other Names

• Andrew Lisi