LH
Lisa B. Hutter
IRONOAK WEALTH
CEDAR PARK, TX 78613
Some features on this profile are disabled
CRD#: 5261566
LH
Professional summary
Lisa Bianculli Hutter, who also goes by Lisa Marie Bianculli, Lisa Bianculli, Lisa B Hutter, Lisa Hutter, Lisa Bianculli Hutter, Lisa B Stabile, Lisa Bianculli Stabile, Lisa Stabile, Lisa Marie Stabile, is a registered financial advisor currently at IRONOAK WEALTH located in Cedar Park, Texas.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lisa has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Marie Bianculli | Lisa Bianculli | Lisa B Hutter | Lisa Hutter | Lisa Bianculli Hutter | Lisa B Stabile | Lisa Bianculli Stabile | Lisa Stabile | Lisa Marie Stabile
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.
1) Willow Ridge Terlingua LLC. The business is investment related. The address is 2321 Cypress Point East, Austin, TX 78746. The LLC operates two campsites on the land. I am a passive owner of the LLC. The start date of the relationship was March 2021. The approximate number of hours/month you devote to the other business is 1. The number of hours devoted to the other business during securities trading hours is 0. 2) BiSi Inc., The business is not investment related. The address is 1034 Canyon Bend Drive, Unit A, Dripping Springs, TX 78620. The nature of the business is ownership of a commercial building of a crossfit gym. The start date of the relationship is 7/1/22. The approximate number of hours/month devoted to this business is 40. The number of hours devoted to this business during securities trading hours is 0. My husband and I are purchasing a commercial building. My husband will be operating a crossfit gym out of the building . 3) ALY Ventures LLC. The business is investment related. The address is 2321 Cypress Point East, Austin, TX 78746. The nature of the business is real estate investments. I am a passive owner of the LLC. The start date of the relationship is 2/15/23. The approximate number of hours/month devoted to this business is 1. The number of hours devoted to this business during securities trading hours is 0. My husband will be managing any rental activities. This is a home in CO we are purchasing to use as a second home but also to rent out to Short Term Renters to cover our carrying costs. 4)Women in Multifamily Association DBA WiseHer. This business is not investment related. The address is 17909 North Rim Dr. Leander TX. The nature of the business is to be a member in an organization that benefits women in multifamily professionals group. I am a member of the LLC. The start date of the relationship is 12/15/23. The approximate number of hours/month devoted to this business is 2. The number of hours devoted to this business during securities trading hours is 0. I plan to provide guidance/feedback about the organization's work. 5) Congregation Agudas Achim; No; Hart Lane, TX; Non-Profit; President Elect; 05/2024; 10/ HRS MO; 1/ HRS MO; Oversee the congregation business, board of directors and matters of the temple
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Bianculli Hutter'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®
NoneExperience
Current
May 2, 2023 - Present
IRONOAK WEALTH
Office #1: 1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613RIA
CRD#: 306403
CEDAR PARK, TX
Past
February 4, 2022 - May 4, 2023
COMERICA SECURITIES
RIA
CRD#: 17079
AUSTIN, TX
Past
February 4, 2022 - May 4, 2023
COMERICA SECURITIES
BD
CRD#: 17079
AUSTIN, TX
Past
July 29, 2020 - February 1, 2022
MORGAN STANLEY
RIA
CRD#: 149777
Austin, TX
Past
June 27, 2020 - February 1, 2022
MORGAN STANLEY
BD
CRD#: 149777
Austin, TX
Past
June 1, 2009 - February 24, 2011
MORGAN STANLEY
RIA
CRD#: 149777
PURCHASE, NY
Past
June 1, 2009 - February 24, 2011
MORGAN STANLEY
BD
CRD#: 149777
PURCHASE, NY
Past
February 12, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
PURCHASE, NY
Past
October 15, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
PURCHASE, NY
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".
IW
IRONOAK WEALTH
IRONOAK WEALTH | IRONOAK WEALTH LLC
CRD#: 306403 / SEC#: 801-132175
RIA
Registered Investment Advisory firm - (3/13/2025 Approved)Texas
Registered Investment Advisory firm - (3/19/2025 Terminated)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(5/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
IRONOAK WEALTH
IRONOAK WEALTH | IRONOAK WEALTH LLC
CRD#: 306403 / SEC#: 801-132175
RIA
Registered Investment Advisory firm - (3/13/2025 Approved)Texas
Registered Investment Advisory firm - (3/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613
Mailing Address
Phone number
(737) 271-9421
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 558 |
| AUM (Assets Under Management) | $ 129,434,111 |
Red Flags
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