Lisa Lidke is a registered investment advisor at Wells Fargo Advisors, based in Columbus, OH, with 25 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
9039 Antares Ave, Ste H2, Columbus, OH, 43240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a co-trustee for Rivers Lidke Financial Group DBP and has 20% ownership in Rivers Lidke Financial Group, LLC. Both activities are investment-related and take up nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 states
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