Lisa Marek is a registered investment advisor at Cetera Investment Advisers LLC, based in Valparaiso, IN, with 33 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
150 Lincolnway, Valparaiso, IN, 46383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a member of the Valparaiso Lion's Club, dedicating minimal time per week. She also volunteers as a Court Appointed Special Advocate, spending about 10-20% of her time advocating for children in juvenile court.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
National Planning CorporationBroker
Banc One Securities CorporationBroker
Natcity Investments, INC.Broker
Nylife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 states
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