Lisa
Wiseman
Keel Point, LLC
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About this Advisor
Lisa Wiseman is a financial advisor based in Huntsville, Alabama with a total of 8 years of relevant experience. Wiseman currently works for Keel Point, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Keel Point Capital, LLC, Keel Point, LLC and Keel Point Personal Money Management, LLC. Wiseman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. Keel Point, LLC is a registered investment firm operating out of Huntsville, AL. The company has offices in nine locations and a total of 83 advisors. It has $3 billion in total assets among its 4,850 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 4,850 client accounts, 44% are held by high-net-worth clients who have greater than $1 million in assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by Keel Point, LLC most likely include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Lisa Wiseman Work History
Lisa has been registered as a financial advisor for 8 years.*
Keel Point Personal Money Management, LLC
Keel Point Capital, LLC
Keel Point, LLC
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Wiseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keel Point, LLC
Huntsville, AL
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Chattanooga, TN
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Huntsville, AL
Vienna, VA
Huntsville, AL
Arnold, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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