LISA M KOPS-WENDEL is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2009-08-24 | present | Yes |
| WATERSTONE FINANCIAL GROUP, INC. | 2005-09-15 | 2009-08-24 | — |
| TOWER SQUARE SECURITIES, INC. | 2005-09-02 | 2005-09-16 | — |