Alisa Lamal is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Depere, WI, with 2 years of industry experience. Alisa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3200 Packerland Dr, Depere, WI, 54115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations4 states
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