Lisa
Kachel
Householder Group Estate & Retirement Specialists
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About this Advisor
Lisa Kachel is a financial advisor based in Clackamas, Oregon, working with Householder Group Estate & Retirement Specialists. Lisa has previously held positions at Householder Group, Lpl Financial, LLC, and Householder Group Estate & Retirement Specialists. Lisa has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Lisa is part of Householder Group Estate & Retirement Specialists, which operates out of Clackamas, Oregon. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,305,983,348
86
6,706
$194,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lisa Kachel Work History
Householder Group Estate & Retirement Specialists
Lpl Financial, LLC
Householder Group
Disclosures
Please visit the SEC profile of Lisa Kachel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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