Adam Lisowsky (CRD# 6411978) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 9 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Clarify Wealth Management | Cincinnati, OH | Jul 2017 - Current | 6 |
Lpl Financial LLC | Cincinnati, OH | Jun 2017 - Current | 6 |
Fidelity Brokerage Services, LLC | Covington, KY | Oct 2014 - Jun 2017 | 2 |
Breadwinners | Fort Thomas, KY | Feb 2013 - Oct 2014 | 1 |
The Collection Auto Group | Fort Mitchell, KY | Oct 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- OH
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts1,552ACCOUNTS
-
Average Account Value$264,200
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, FL, GA, IN, KY, MI, NC, OH, TN, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.