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Alisa Lamal
Wealth Advisor at Kadletz Wealth Management,
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Work Experience
Wealth Advisor
Sep 2023 - Present · 1 years and 3 months
Jan 2019 - Sep 2023 · 4 years and 8 months
Legal Content Specialist
Jan 2022 - Sep 2023 · 1 years and 8 months
Benefits Planner
Jan 2019 - Dec 2021 · 2 years and 11 months
Company Details
At Kadletz Wealth, we have the client—and only the client—in mind. Our mission is to dedicate ourselves to you and your overall financial success. To get there, we strive to learn about you, your motivations and your aspirations so we can customize an approach that is simple, easy to understand, and tailored to your individual situation. We understand that financial planning can be overwhelming, so we are here to help take the weight off of your shoulders so you can continue to live your life. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help address your financial objectives and goals. This is one of the many benefits of working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. For more information, please give us a call. We are happy to help. Visit our website at http://www.kadletzwealth.com/ for more information and to schedule your complimentary appointment today! ... Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. www.finra.org www.sipc.org
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
3311 S Packerland Dr Suite B De Pere, WI 54115, US
Keywords
Retirement planningFinancial planningRetirementInvestmentsInvestingEstateInsuranceEmployee Benefits
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