Lisa Jo Sievers
Investment adviser representative at Rw Investment Management LLC
17 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 yearsFirm in business
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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
Experience
17 years in the industry.
- Rw Investment Management LLCJan 2020 to now
- Rw Investment Management LLC dba Rw Investment ManagementJan 2020 to now
- Wells Fargo Advisors Financial Network, LLCApr 2017 to Dec 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (ID).
Rw Investment Management LLC
$1.7BAssets managed
796Clients
13Advisers
10 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
- 2428866
- Firm CRD
- 282707