Jennifer Anne Lissner
Investment adviser representative at Acropolis Investment Management
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Acropolis Investment ManagementSep 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to now
- Self EmployedMay 2005 to now
- Wells Fargo Advisors LLCNov 2010 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MO).
Acropolis Investment Management
Legal name: Acropolis Investment Management, L.L.C.
$2.6BAssets managed
1,045Clients
37Advisers
24 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
- 4953180
- Firm CRD
- 121307