Unclaimed Profile

Lisa Denise Tuemmler

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 66CFPClean record22 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 4642373Firm CRD# 6082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Denise Tuemmler · SAN FRANCISCO, CA

Registration

CRD #4642373 · PROTECTED INVESTORS OF AMERICA · 22 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2016 – present

PROTECTED INVESTORS OF AMERICA

Jul 2007 – Jul 2016

WALNUT CREEK, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Jul 2005 – Jul 2007

LAFAYETTE, CA

CHARLES SCHWAB & CO., INC.

Jan 2004 – Jul 2004

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 21, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Lisa Denise Tuemmler offer?

Lisa Denise Tuemmler specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Lisa Denise Tuemmler's credentials?

Lisa Denise Tuemmler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lisa Denise Tuemmler located?

Lisa Denise Tuemmler is based in SAN FRANCISCO, California, working with PROTECTED INVESTORS OF AMERICA. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Lisa Denise Tuemmler charge for services?

Lisa Denise Tuemmler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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