2017-07-25 16.44.18

Lisa Geyen

Compliance

Series 7, 63 and 65

Lisa is responsible for maintaining broker-dealer, investment adviser and state compliance across the firm.  She maintains and revises policies and procedures for the general operations of the compliance program.

Lisa lives in Maple Lake with her husband, Adam and their children.  She enjoys spending time with her family, camping and gardening.

Team member since 1999.

 

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