Lisa Marie hileman Angelo
Investment adviser representative at Halter Ferguson Financial Inc
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$705MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Halter Ferguson Financial IncAug 2016 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Halter Ferguson Financial Inc
$705MAssets managed
292Clients
8Advisers
26 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
- 8269932
- Firm CRD
- 109563