Lisa
Johnson
Financial Perspectives
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About this Advisor
Lisa Johnson is a financial advisor based in Minneapolis, Minnesota, working with Financial Perspectives. Lisa has previously held positions at Financial Perspectives and Purshe Kaplan Sterling Investments. Lisa has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Lisa is part of Financial Perspectives, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 13 employees. The firm manages assets totaling $864.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Financial Perspectives includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Perspectives Brokerage Details
$864,619,491
13
1,672
$517,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Lisa Johnson Work History
Purshe Kaplan Sterling Investments
Financial Perspectives
Disclosures
Please visit the SEC profile of Lisa Johnson 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 Financial Perspectives
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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