Best Investors Account Sign in
Inactive

Lisa Stephens

Storehouse Wealth Management, LLC

Peoria, IL

Claim This Profile
Current Employers
Storehouse Wealth Management, Llc

5901 N Prospect Rd Ste 7D, Peoria, IL 61614 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-27
  • IL RA
    APPROVED
    Since 2023-07-27

Branch Locations

5901 N Prospect Rd Ste 7D, Peoria, IL 61614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Store House Wealth Management Peoria IL 09/2022 Present
Demarco Sciaccotta Wilkens & Dunleavy, Llp Frankfort IL 11/2017 11/2022
Frankfort Public Library District Frankfort IL 07/2014 11/2019
Ls Consulting Llc Frankfort IL 03/2015 11/2017
  • 09/2022 → Present
    Store House Wealth Management
    Peoria, IL
  • 11/2017 → 11/2022
    Demarco Sciaccotta Wilkens & Dunleavy, Llp
    Frankfort, IL
  • 07/2014 → 11/2019
    Frankfort Public Library District
    Frankfort, IL
  • 03/2015 → 11/2017
    Ls Consulting Llc
    Frankfort, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-14
  • S65 Uniform Investment Adviser Law Examination
    2023-06-14
Other Names
  • Lisa Scovill

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
REATHERFORD WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
GUARDIAN WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

ELIZABETH KARON MILLER
William Cohen
CAROLYN G DAVIS
Kory V Barlow
TAMARA L THOMPSON
MARY JO MOEHLENHOF
Mark ALLAN Robben
BRIAN T ABRAHAM

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · PEORIA, IL
MORGAN STANLEY · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
REATHERFORD WEALTH MANAGEMENT LLC · PEORIA, IL
OSAIC WEALTH, INC. · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
GUARDIAN WEALTH MANAGEMENT INC. · PEORIA, IL

More in Peoria, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor