Lisa Dickholtz
Lisa Dickholtz is a CFP-designated registered investment advisor at Cooper Mcmanus, based in Carefree, AZ, with 38 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
7301 E. Sundance Trail, Suite B202, PO Box 1130, Carefree, AZ, 85377
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 is the trustee of her own living trust and co-owner/wealth advisor at Dickholtz Health & Wealth. She is also an insurance-licensed agent at Dickholtz Health & Wealth, providing financial planning, investment, and insurance solutions.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cooper Mcmanus
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Dorion-Gray Retirement Planning, INC.
Dorion-Gray Retirement Planning, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Keogler, Morgan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
State Registrations3 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.