Lisa Ann Muehlfelt
Professional Summary
Lisa Ann Muehlfelt, who also goes by Lisa Ann Lacerte, Lisa A Mackey, Lisa Ann Mackey, is a registered financial advisor currently at BELVEDERE TRADING LLC located in Chicago, Illinois. Lisa is registered as a RR (Registered Representative) and started their career in finance in 1994. Lisa has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lisa Ann Lacerte, Lisa A Mackey, Lisa Ann Mackey
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BELVEDERE TRADING LLC
Contact Information
Main Address
10 S Riverside Plaza Suite 2100, Chicago, IL 60606Mailing Address
10 S. Riverside Plaza Suite 2100, Chicago, IL 60606Phone Number
(312) 893-3750Established
Illinois since 01/25/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lisa Ann Muehlfelt's CRS (Customer Relationship Summary).
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