Lisa Hammer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1715 W Paradise Drive, Ground Fl, West Bend, WI, 53095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a board member of the Washington County Historical Society Foundation, dedicating minimal time. She also has ownership stakes in Heritage Private Wealth LLC and Lahammer LLC, spending a few hours per week and minimal time, respectively.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations52 states
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