Lisa Lang is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 22 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
3660 S Geyer Rd, Ste 200, St. Louis, MO, 63127
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 is a part owner of a family farm since 2015, with no management duties. Since January 2024, she also works as a CPA for Purk & Associates PC, primarily providing QuickBooks support, business consulting, and tax preparation, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations6 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.