LZ
CFP
LZ
CFP

Lisa P Zarkin

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,550 clients
Average Client Portfolio
$332K average
Assets Under Management
$514.3M

Fee Structure

Minimum Investment:$100K
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Location

2252 Ferry Rd., Unit 102, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lisa is a board member for Iron Gate Motor Condos and All Life Animal Rescue. She also owns a hair and body care product line, is an author, manages real estate rentals, and provides investment advisory services through Sequoia Wealth Management, LLC, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
May 2017 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2009 - August 2017 · 7 yrs 11 mos
Sterling Portfolio Allocation Service INC
September 1999 - December 2002 · 3 yrs 3 mos
Waterstone Financial Group, INC.
February 1998 - September 2009 · 11 yrs 7 mos
Heritage Capital Management INC
January 1998 - September 2006 · 8 yrs 8 mos
Waterstone Financial Group, INC.Broker
March 1992 - September 2009 · 17 yrs 6 mos
Long Grove Trading CO.Broker
February 1992 - March 1992 · 1 mo
Waddell & Reed, INC.Broker
November 1991 - February 1992 · 3 mos
State Registrations19 states
AZCAFLGAILINMDMIMNMONJNVNYORTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.