Lisa
Dregne
Broadview Financial Management, LLC
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About this Advisor
Lisa Dregne is a financial advisor based in Milwaukee, Wisconsin, working with Broadview Financial Management, LLC. Lisa has previously held positions at Sii Investments, Ellenbecker Investment Group, Inc, Valmark Securities, Valmark Advisers, Inc, Global View Capital Advisors, LTD, Global View Capital Insurance, LTD, Global View Capital Management, LTD, Yorkshire Insurance Advisors, LLC, State Farm, Wealth Partners Financial Services, and Sja Financial Advisory, LLC. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Lisa is part of Broadview Financial Management, LLC, which operates out of Milwaukee, Wisconsin. The firm has 9 employees and manages assets totaling $549.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Broadview Financial Management, LLC includes asset-based and hourly fees.
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Broadview Financial Management, LLC Brokerage Details
$548,972,855
9
1,284
$427,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lisa Dregne Work History
Sja Financial Advisory, LLC
Global View Capital Advisors, LTD
Global View Capital Insurance, LTD
Global View Capital Management, LTD
Yorkshire Insurance Advisors, LLC
State Farm
Valmark Securities
Valmark Advisers, Inc
Wealth Partners Financial Services
Ellenbecker Investment Group, Inc
Sii Investments
Disclosures
Please visit the SEC profile of Lisa Dregne 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 Broadview Financial Management, LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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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