Lisa Micklevitz Email & Phone Number
Account Manager @ 5 Oaks Wealth Management LLC
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Lisa Micklevitz Location
- McHenry, IL, US
Lisa Micklevitz Work
- 2022 -now Account Manager @
- 2012 -2021 Wealth Manager Assistant @
- 2000 -2012 Senior Registered Client Associate @
Lisa Micklevitz Education
- LPL Financial
Lisa Micklevitz Skills
- Hold Series 7
- Hold Series 66
- Life Insurance
- Long Term Care Insurance
- Insurance
Lisa Micklevitz Summary
- Lisa Micklevitz, based in McHenry, IL, US, is currently a Account Manager at 5 Oaks Wealth Management LLC. Lisa Micklevitz brings experience from previous roles at 4 Oaks Wealth Management LLC and Wells Fargo Advisors LLC. Lisa Micklevitz holds a LPL Financial. With a robust skill set that includes Hold Series 7, Hold Series 66, Life Insurance, Long Term Care Insurance, Insurance and more. Lisa Micklevitz has 1 emails and 1 mobile phone numbers on RocketReach.
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