Lisa Clark
Vice President, Custodial Operations & Strategic Projects
Office Information
Contact Lisa
Lisa’s Locations
Plymouth, MN 55441 (763) 417-1700
About Lisa
Lisa has over 20 years of financial service industry experience in operations management, regulatory compliance and product management in the independent broker-dealer and RIA channels. As Director of Operations, she leads the areas of portfolio accounting and document management. She is also responsible for enhancing our client experience through quality service and reporting. In her spare time, Lisa enjoys spending time at the cabin with her husband Chris, stepson Carson and their three dogs.
Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BA, University of Minnesota
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