Lisa Montagne
Lisa Montagne is a registered investment advisor at Guzek Asset Management, based in Bloomington, MN, with 40 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 428 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly financial planning consultation — Fees range from $150 to $250 per hour.
- Flat fee financial planning consultation — Fees range from $150 to $10,000 depending on the complexity of the plan.
Location
1650 W 82nd St., Suite 650, Bloomington, MN, 55431
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa sells non-variable insurance products since 2005. She also spends about 10% of her time providing financial planning and consulting services through Guzek Asset Management, Inc., where she is an Investment Advisor Representative (IAR).
Employment History
Current Registrations
Guzek Asset Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Guzek Asset Management
American Express Financial Advisors INC.Broker
State Registrations39 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.