Lisa Palmisano
Lisa Palmisano is a registered investment advisor at Osaic Wealth, INC., based in Prospect, KY, with 31 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Prospect, KY
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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 an insurance agent offering traditional life insurance and long-term care insurance since 2006, dedicating a few hours per week. She also sells fixed and equity indexed annuities since 2012, spending minimal time on this activity. Lisa owns Palmisano Financial Services, LLC, a legal entity for handling business matters, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations22 states
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