Lisa Anthony
Lisa Anthony is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Oakdale, MN, with 25 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Oakdale, MN
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is a financial advisor at VIP Financial Associates, offering both investment advisory services and insurance products, and dedicates about half of her time to this role. She is also an insurance agent with The Eagle Team, dedicating about half of her time to selling insurance products.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.