Lisa Tesar
Lisa Tesar is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
201 1st St SE, Suite 720, Cedar Rapids, IA, 52401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Lisa acts in a fiduciary capacity for The Owen F Winterberg Irrev Trust, dedicating minimal time. She is also the owner of TAETAM LLC, a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Securities Corporation of IowaBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.