Lisa HaushalterWealth Advisor, AVP | LUTCF®, CRC®
Address
5101 S 27th St
Greenfield, Wisconsin 53221
US
Phone
(414) 978-0265
Email
About Lisa Haushalter
Career Highlights and Industry Expertise
- More than 25 years of financial industry experience
- Joined the company in 2010
- Life Underwriter Training Council Fellow®
- Certified Retirement Counselor®
Servicing Areas
Serving the Milwaukee Metropolitan region and banking centers
I’m honored to have been a recipient of the Five Star Wealth Manager Award* annually for the past eleven years. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
*Wealth Managers do not pay a fee to be considered or placed on the final list of 2015/2016/2017/2018/2019/2020/2021/2022/2023/2024/2025 Five Star Wealth Managers
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
*Wealth Managers do not pay a fee to be considered or placed on the final list of 2015/2016/2017/2018/2019/2020/2021/2022/2023/2024/2025 Five Star Wealth Managers
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
