Unclaimed Profile

Lisa Lalande Heath

CONTINUITY PARTNERS GROUP, LLC·FAIRFIELD, Iowa

SIE, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65, Series 99TOCFPClean record24 years registeredCONTINUITY PARTNERS GROUP, LLC

1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA 52556CRD# 1902623Firm CRD# 151381

Profile Verification

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

Identity

Lisa Lalande Heath · FAIRFIELD, IA

Registration

CRD #1902623 · CONTINUITY PARTNERS GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – present

CAMBRIDGE INVESTMENT RESERARCH, INC.

May 2002 – Mar 2005

FAIRFIELD, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · May 15, 2002

Years registered · 24

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

CONTINUITY PARTNERS GROUP, LLC

CRD 151381 · SEC 801-70784

Employees

Total firm employees

Services offered by CONTINUITY PARTNERS GROUP, LLC

Per Form ADV

Other

View all advisors at CONTINUITY PARTNERS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Lalande Heath offer?

Lisa Lalande Heath is a registered financial advisor in FAIRFIELD, Iowa. Contact their office for details on services offered.

What are Lisa Lalande Heath's credentials?

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

Where is Lisa Lalande Heath located?

Lisa Lalande Heath is based in FAIRFIELD, Iowa, working with CONTINUITY PARTNERS GROUP, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Lisa Lalande Heath charge for services?

Lisa Lalande Heath's firm is compensated through other: see schedule d, miscellaneous for details.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUITY PARTNERS GROUP, LLC?

CONTINUITY PARTNERS GROUP, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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