Lisa Lynn Schebler
Investment adviser representative at Wellth Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
Are you Lisa Lynn Schebler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCNov 2023 to now
- Global Retirement Partners, LLCNov 2023 to Jun 2024
- Kestra Advisory Services, LLCApr 2016 to Nov 2023
- Kestra Investment Services, LLCAug 2014 to Nov 2023
- Mel Foster CompanyNov 2011 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (IA, IL).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2209809
- Firm CRD
- 330537