Lisa Kopis is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in St Louis, MO, with 14 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
1 N Brentwood Blvd, St Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is the Board Chair and Director-at-large for the STL PWA Foundation, representing philanthropy for women's professional education. She volunteers and spends minimal time organizing fundraising events.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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