Lisa Werner
Lisa Werner , LUTCF, RICP®
lisa@marketplacefinancialgroup.com
Lisa has serviced individual and small business clients as a comprehensive financial advisor for over 10 years. Her recent achievement of the Retirement Income Certified Professional Designation® will allow her to better service pre-retiree and retired clients with decisions they need to make regarding the most efficient way to utilize multiple retirement income sources. Over 150 hours of study with the country’s top experts on retirement income planning and its process and components will allow Lisa to build a retirement income plan that is best suited for her clients individual needs.
Lisa graduated from the University of Wisconsin with bachelors degrees in Finance and Psychology. She has completed education specific to the financial industry by obtaining her Life Underwriting Training Council Fellow (LUTCF) designation as well as the Retirement Income Certified Professional® (RICP®) designation. She also holds her Series 7 and 66 licenses through FINRA as well as various insurance licenses.
Lisa will serve as President of The Rotary Club of Neenah for 2016-2017 while continuing roles within various committees and servicing the Neenah area. Lisa resides in Neenah with her husband Matt and Lauren and Jack.
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Marketplace Financial Group, LLC
109 East Bell Street
Neenah, Wisconsin 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
Schedule a call or meeting with Karl
Schedule a call or meeting with Lisa
Products and services offered
- Financial planning
- Life insurance
- Disability insurance
- Long term care insurance
- Retirement planning
- Education funding strategies
- Group benefits
- 401(k) and profit sharing plans
- Deferred compensation programs
- Key employee insurance
- Key employee financial strategies
- Buy sell design & implementation
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Marketplace Financial Group, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MI, MN, MT, NC, OH, OR, PA, TX, UT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Marketplace Financial Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.