AL
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Alisa Lamal

2 Years of Experience
Depere, WI
Broker

Alisa Lamal is a registered investment advisor at Cetera Investment Advisers LLC, based in Depere, WI, with 2 years of industry experience. Alisa 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3200 Packerland Dr, Depere, WI, 54115

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alisa operates as a financial professional under Kadletz Wealth Management, dedicating full-time hours to financial services. Additionally, Alisa is a notary public, spending a variable amount of time notarizing documents.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 5 mos
Cetera Advisors LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
February 2024 - February 2024 · 0 mos
State Registrations4 states
MIOKTNWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Alisa Lamal - Financial Advisor | TrueAdvisor