Lisa Nesser
Lisa Nesser is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Minneapolis, MN, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
300 14th Ave NE, Minneapolis, MN, 55413
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Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Lisa is an independent insurance agent selling fixed annuities and life insurance products since 1986, dedicating a few hours per week to this activity. She is also an advisory representative of a registered investment advisor, spending about 10-20% of her time on this, and owns Lisa Nesser LLC DBA Nesser&Nesser Financial Group, spending nearly full-time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Offerman & CO., INC.Broker
State Registrations13 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.