Lisa Mcgrath is a CFP-designated registered investment advisor, based in Amana, IA, with 17 years of industry experience.
Location
4304-220th Tr., Ste. 5, Amana, IA, 52203
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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 ActivitiesSells Insurance
Lisa is an independent insurance agent for various companies, spending a few hours per week on this. She also provides CPA/tax preparation/accounting services and is an advisory representative of a RIA, spending about 10-20% of her time on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations18 states
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