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LM

Lisa More

STEADTRUST
ALLEN, TX
Some features on this profile are disabled
CRD#: 1633650
LM

Professional summary

Lisa More, CFP®, who also goes by Lisa Wojtowicz, is a registered financial advisor currently at STEADTRUST located in Allen, Texas.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lisa has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lisa Wojtowicz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa More's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

April 28, 2025 - Present

STEADTRUST

RIA
CRD#: 334416
ALLEN, TX
Past

January 26, 2022 - May 8, 2025

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
WILMINGTON, DE
Past

March 5, 2007 - January 19, 2010

WILMINGTON TRUST INVESTMENT MANAGEMENT

RIA
CRD#: 19396
WILMINGTON, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ST
STEADTRUST
CADDIE FINANCIAL PLANNING | STEADTRUST, LLC | STEADTRUST LLC | STEADTRUST | RDL WEALTH | CONCORD FINANCIAL GROUP

CRD#: 334416 / SEC#: 801-131951

RIA
Registered Investment Advisory firm - (2/10/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(4/28/2025)
IAR
Texas
(4/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/22/2021
Securities Industry Essentials Examination

Current Firm

ST
STEADTRUST
CADDIE FINANCIAL PLANNING | STEADTRUST, LLC | STEADTRUST LLC | STEADTRUST | RDL WEALTH | CONCORD FINANCIAL GROUP

CRD#: 334416 / SEC#: 801-131951

RIA
Registered Investment Advisory firm - (2/10/2025 Approved)
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Contact information

Main Address
Allen, TX
Mailing Address
Po Box 669, Allen, TX 75013
Phone number
(972) 876-8422
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - STEADTRUST (6/2/2025)
WRAP FEE BROCHURE- STEADTRUST (6/2/2025)

Regulatory assets under management

Total Number of Accounts1,018
AUM (Assets Under Management)$ 438,883,769

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEADTRUST

CRD#: 334416Allen, TX

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