Lisa Knutson
Lisa Knutson is a registered investment advisor at RBC Capital Markets, LLC, based in Green Bay, WI, with 39 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
2465 Marina Circle, Suite 500, Green Bay, WI, 54304
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities Corporation
Banc One Securities CorporationBroker
Norwest Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Secura Investments, INC.Broker
E. F. Hutton & Company INCBroker
State Registrations17 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.