Lisa Kachel is a registered investment advisor, based in Salem, OR, with 11 years of industry experience.
Location
2005 Madrona Ave Se, Salem, OR, 97302
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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 involved in several business activities, including InView LLC for tax/investment purposes, real estate rental, and educational activities. She also dedicates full-time hours to providing investment advisory services through Wealth Enhancement Advisory Services LLC and a few hours per week as a non-variable insurance producer for Wealth Enhancement Group, LLC.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLC
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
State Registrations18 states
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