Lisa Geyen

from Dougherty & Associates Financial Advisors, Inc.
SEC regulated
Regulated Investment Advisor
Lisa Geyen is a financial advisor based in Minnesota, Buffalo, with 17 years of experience. Lisa currently works for Dougherty & Associates Financial Advisors, Inc.. Lisa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lisa Geyen works at Dougherty & Associates Financial Advisors, Inc.
Dougherty & Associates Financial Advisors, Inc. is a financial advisory firm based in Buffalo, Minnesota. It currently has approximately $274,751,798 of assets under management and employs about 9 people. Dougherty & Associates Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
103 Marty Drive, Suite 101, Buffalo, Minnesota, 55313

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