Lisa M. Lamb

REHMANN WEALTH

TROY, MI 48084

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CRD#: 2940576

Professional summary

Lisa Maria Lamb, who also goes by Lisa Maria VIselli, is a registered financial advisor currently at REHMANN WEALTH located in Troy, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Troy, Michigan.

Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Lisa has worked at 11 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Maria Viselli

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 Maria Lamb'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®

None

Experience

Current

July 24, 2024 - Present

REHMANN WEALTH

Office #1: 1500 Big Beaver Rd. 2nd Floor, Troy, MI 48084

RIA

CRD#: 123047

TROY, MI

Current

April 17, 2024 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 1500 W. Big Beaver Rd 2nd Floor, Troy, MI 48084

CRD#: 165027

Troy, MI

Past

December 13, 2021 - April 9, 2024

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

SOUTHFIELD, MI

Past

October 15, 2013 - December 8, 2021

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

July 23, 2013 - December 8, 2021

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

February 24, 2012 - July 19, 2013

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

BLOOMFIELD HILLS, MI

Past

October 14, 2010 - July 19, 2013

NATIONAL PLANNING CORPORATION

CRD#: 29604

BLOOMFIELD HILLS, MI

Past

February 8, 2010 - July 9, 2010

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

GRAND BLANC, MI

Past

December 17, 2009 - July 9, 2010

FIFTH THIRD SECURITIES, INC.

CRD#: 628

GRAND BLANC, MI

Past

April 10, 2008 - March 23, 2009

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

BRIGHTON, MI

Past

April 8, 2008 - March 23, 2009

FIFTH THIRD SECURITIES, INC.

CRD#: 628

BRIGHTON, MI

Past

March 28, 2007 - April 9, 2008

SIGMA FINANCIAL CORPORATION

CRD#: 14303

BLOOMFIELD HILLS, MI

Past

October 20, 2006 - March 29, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

Past

June 25, 2004 - October 20, 2006

SIGMA FINANCIAL CORPORATION

CRD#: 14303

CLARKSTON, MI

Past

June 24, 1999 - June 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 16, 1997 - December 16, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Michigan
(4/17/2024)

IAR

Michigan
(7/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/15/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/4/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/4/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Mailing Address

Phone number

(517) 316-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

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.

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Advisor Monitoring

Firm Stability Insights

Lisa M. Lamb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

MUTUAL OF AMERICA SECURITIES LLC

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

SIGMA FINANCIAL CORPORATION

QUESTAR CAPITAL CORPORATION

SIGMA FINANCIAL CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2024

Series 66

Date: 11/15/2011

Series 63

Date: 9/4/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/19/1998

Series 6

Date: 9/4/1997

FINRA

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

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