Lisa Vnoucek is a registered investment advisor at LPL Financial LLC, based in Gillette, WY, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
222 South Gillette Avenue, Gillette, WY, 82716
Get directionsHistory
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 Activities
Lisa works full-time at First Interstate Bank. She also uses First Interstate Investment Services as a DBA for her LPL business, but this takes up none of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Princor Financial Services Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Edward JonesBroker
Princor Financial Services CorporationBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.