Lisa Castelluzzo
Lisa Castelluzzo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sioux Falls, SD, with 17 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
500 S Minnesota Ave, Sioux Falls, SD, 57101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa opens bank IRAs and handles operational tasks, and refers clients to bankers for various bank products. She also sells Melaleuca products, SeneGence makeup, and LifeVantage health products, and is an executive committee member for the Leukemia and Lymphoma Society.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
State Registrations15 states
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