Lisa
Kilmer

Pruco Securities, LLC

CRD#5259343
Investment Advisor
in Omaha, NE

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About this Advisor

Lisa Kilmer is a certified financial planner in Omaha, Nebraska. Currently a registered investment advisor with Pruco Securities, LLC, they have accrued 13 years of practice as a registered investment advisor. Kilmer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Kilmer is able to act as a financial advisor based out of Arizona and Iowa. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Thrivent Financial, Bank Of The West, Bancwest Investment Services, Rod Place - Thrivent Financial, Pruco Securities LLC and The Prudential Insurance Company Of America. Pruco Securities, LLC is based out of Omaha, Nebraska, and has 113 offices in the United States. In total, Pruco Securities, LLC oversees $7 billion in assets throughout 53,064 accounts and retains more than 2,600 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 398 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 53,064 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Pruco Securities, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

15750 West Dodge Road First Westroads Bank Building, Suite 302
Omaha, NE 68118

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,544,600,186

NE Average: $10,121,009,343
Total Number of Employees

2,600

NE Average: 92
Total Number of Accounts

53,064

NE Average: 6,978
Average Account Size

$123,334

NE Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Lisa Kilmer Work History

Lisa has 14 years of experience.

2019 - Present (1 year)

Pruco Securities LLC

2019 - Present (1 year)

The Prudential Insurance Company Of America

2018 - Present (2 years)

Thrivent Financial

2017 - Present (3 years)

Thrivent Investment Management Inc

2017 - 2018 (1 year)

Rod Place - Thrivent Financial

2014 - 2017 (3 years)

Bank Of The West

2014 - 2017 (3 years)

Bancwest Investment Services

2007 - 2014 (7 years)

Thrivent Financial

2006 - 2014 (8 years)

Thrivent Investment Management Inc

Disclosures

Lisa Kilmer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Prudential Financial Planning Services

Meng Lin George Lee
Melville, NY
Francis Dziennik
York, PA
Thong Phan
Houston, TX
Gregory Grocholski
Milwaukee, WI
Haley Humphrey
Jacksonville, FL
Torian Mitchell
New York, NY
Roger Mai
Frankfort, IL
June Powell
Chalfont, PA

This content was compiled from the SEC and FINRA.

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