Lisa Lewitzke
Lisa Lewitzke is a registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 27 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
10700 W Research Drive, Suite 100, Milwaukee, WI, 53226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a member of Legacy Landscaping LLC and Schulew, a real estate company, but has no duties in either. She also works as a financial professional at Lewis Financial, dedicating about a quarter of her time to providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Landaas & CompanyBroker
Landaas & Company
Strong Investments, INC.Broker
Banc One Securities CorporationBroker
State Registrations3 states
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