Lisa M Lamarche

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

• 11/2001 → 06/2020
  Lpl Financial Llc
  Greenville, DE
• 03/2009 → 05/2020
  Milestone Wealth Advisors, Inc.
  Greenville, DE
• 06/2020 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Previous Registrations

• 2009-04-01 → 2020-06-15
  Milestone Wealth Advisors, Inc.
  Greenville, DE
• 2002-01-09 → 2013-03-28
  Lpl Financial Llc
  Greenville, DE
  Greenville, DE
  Greenville, DE
• 2002-02-25 → 2009-04-15
  Investment Management & Planning Llc
  Greenville, DE

Other Businesses

Independent Insurance Brokering; Genworth; 07/30/2020; / Legal and General; 07/30/2020; / Nationwide; 07/30/2020; / AIG; 06/15/2020; Term Life / Principal; 06/15/2020; Term Life.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1999-03-02

Designations

• Certified Financial Planner

Other Names

• Lisa M Mundell
• Lisa Lamarche