Lisa M. Andrews

PERK PLANNING

MADISON, WI 53703

Some features on this profile are disabled

CRD#: 3038887

Professional summary

Lisa Marie Andrews, CFP®, who also goes by Lisa Marie Andrews Lisa, Lisa Andrews, is a registered financial advisor currently at PERK PLANNING located in Madison, Wisconsin.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lisa has worked at 4 firms and has passed the Series 63, Series 6 and Series 26 exams.

Biography

Lisa Andrews, CFP® is the founder of Perk Planning, LLC, located in Madison, Wisconsin. She is known for her high-energy, candor and her passion for evidence over hype in all areas related to finance.

Lisa graduated from Bemidji State University with a Bachelor’s Degree in Business Administration, and received her MBA from the University of Wisconsin-Madison. She passed the CERTIFIED FINANCIAL PLANNER™ examination in July 2007 and was approved for certification in February 2008.

In addition to working with one-on-one with clients, Lisa enjoys teaches several courses in the Personal Finance program at UW Madison in the School of Human Ecology. She and her husband Eric live in Madison.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Education Planning

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Generation X

High Net Worth Client Needs

Hourly

Insurance Related Issues

Investment Advice without Ongo...

Are you a "fiduciary"?

Yes

Aliases

Lisa Marie Andrews Lisa | Lisa Andrews

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 Marie Andrews's 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: 2008

Experience

Current

January 2, 2013 - Present

PERK PLANNING

Office #1: 25 West Main Suite 500, Madison, WI 53703

RIA

CRD#: 166369

MADISON, WI

Past

January 3, 2012 - December 31, 2012

CGN ADVISORS, LLC

RIA

CRD#: 159359

MADISON, WI

Past

May 12, 2010 - December 31, 2011

MODERN FINANCIAL PLANNING

RIA

CRD#: 153583

MADISON, WI

Past

June 5, 1998 - July 21, 2004

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

Texas
(4/8/2013)

IAR

Wisconsin
(1/2/2013)

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.

Exams

State Security Law Exam

Series 63

Date: 7/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/3/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/12/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PERK PLANNING

MODERN FINANCIAL PLANNING, LLC | PERK PLANNING

CRD#: 166369 / SEC#:

Texas

Registered Investment Advisory firm - (4/8/2013 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (1/2/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

25 West Main Suite 500, Madison, WI 53703

Mailing Address

Phone number

(608) 628-8730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

David Hollenberg

RBC CAPITAL MARKETS, LLC

IAR

ROCKAWAY TOWNSHIP, NJ

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lisa M. Andrews

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PERK PLANNING

CGN ADVISORS, LLC

MODERN FINANCIAL PLANNING

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/2000

Series 6

Date: 6/3/1998

Series 26

Date: 2/12/2001

Current Firm

PERK PLANNING

Contact information

Documents

Red Flags

Company Information

PERK PLANNING

TRUST BUT VERIFY

Similar Advisors