LM
Lisa K. Mclaughlin
PREMIER WEALTH SOLUTIONS
LAKEWOOD, CO 80228
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CRD#: 5777913
LM
Professional summary
Lisa Kay Mclaughlin is a registered financial advisor currently at PREMIER WEALTH SOLUTIONS, LLC located in Lakewood, Colorado.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lisa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Kay Mclaughlin'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
October 5, 2024 - Present
PREMIER WEALTH SOLUTIONS, LLC
Office #1: 12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228RIA
CRD#: 157135
LAKEWOOD, CO
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
Colorado(10/5/2024)
Current Firm
PW
PREMIER WEALTH SOLUTIONS, LLC
MCLAUGHLIN, KEITH EUGENE | PREMIER WEALTH SOLUTIONS, LLC
CRD#: 157135 / SEC#:
Colorado
Registered Investment Advisory firm - (7/20/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228
Mailing Address
Phone number
(720) 985-2016
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 14,112,950 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
