Lisa Thuer

About Lisa Thuer

With a long history stemming back multiple generations, Lisa’s passion for the stock…

Experience

1. Partner, Wealth Advisor

   Carson Wealth

   Jan 2019 — Present

   Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.With a long history stemming back multiple generations, Lisa’s passion for the stock market almost seemed to be in her genetic code. Her family’s interest and influence on her growing up led to her inevitable career in Financial Services. She initially earned her Bachelor’s degree in Business from DePaul University- Chicago and holds her Series 65. She started off her early career working for A.G. Edwards. Now, as an active Wealth Advisor of Carson Wealth, Lisa’s main area of focus is to help clients feel confident moving into their futures while maintaining their lifestyles and living their dreams. She hopes to make the complex world of investing, simple and digestible. Her roles amongst the team include daily operational tasks to keep the office running smoothly and efficiently, unique projects with intensive involvement and tracking, and in-office team organization and delegation. With a belief that the strongest backbone a financial office can have is its team, Lisa knows each team member plays a crucial part in the financial success of our clients. In her spare time, Lisa enjoys spending time with her husband and two children boating and travelling. She also loves to stay active by going on skiing trips, doing yoga, and walking with her dog Kona. On the occasional nights, she enjoys spending time with her close friends for a glass of wine over a nice dinner.

Education

• DePaul University

  Bachelor of Science (BS)

Skills

• Equities
• Stock Market Research
• Financial Services
• Portfolio Management
• Trading
• Strategic Planning
• Securities
• Leadership
• Asset Management
• Alternative Investments
• Investments
• Asset Allocation
• Mutual Funds
• Fixed Income
• Wealth Management
• Customer Service
• Series 65
• Sales
• Marketing