Lisa
Dimter
Nordwand Advisors
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About this Advisor
Lisa Dimter is a financial advisor based in Wayne, Pennsylvania, working with Nordwand Advisors. Lisa has previously held positions at Nordwand Advisors, Wells Fargo Advisors LLC, and Credit Suisse Securities (USA) LLC. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Lisa is part of Nordwand Advisors, which operates out of Wayne, Pennsylvania. The firm has 2 offices and 7 employees. The firm manages assets totaling $3.5 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, and selection of other advisers. The fee structure at Nordwand Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nordwand Advisors Brokerage Details
$3,492,631,540
7
109
$32,042,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lisa Dimter Work History
Nordwand Advisors
Wells Fargo Advisors LLC
Credit Suisse Securities (Usa) LLC
Disclosures
Please visit the SEC profile of Lisa Dimter 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 Nordwand Advisors
Boston, MA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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