Lisa Howe is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Minster, OH, with 29 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
5 S Main St, [Office of Convenience], Minster, OH, 45865
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa owns Lisa Howe LLC, established for tax purposes, and has a 50% ownership in Haubert-Howe Properties. She also has ownership stakes and co-trustee roles in various investment-related entities, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations51 states
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