Unclaimed Profile

Lisa Ann Cahill

CAHILL WEALTH MANAGEMENT, LLC·PORTAGE, Michigan

Clean recordCAHILL WEALTH MANAGEMENT, LLC

5831 OAKLAND DRIVE, PORTAGE, MI 49024CRD# 7088557Firm CRD# 134508

Profile Verification

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

Identity

Lisa Ann Cahill · PORTAGE, MI

Registration

CRD #7088557 · CAHILL WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Ann Cahill is a registered financial advisor based in PORTAGE, Michigan, affiliated with CAHILL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Lisa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CAHILL WEALTH MANAGEMENT, LLC

AUM

$378M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAHILL WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7088557

Firm CRD# 134508

View on FINRA BrokerCheck →

Looking for a financial advisor in PORTAGE?

Browse all registered financial advisors in PORTAGE, Michigan or claim this profile if it's yours.

Browse PORTAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Ann Cahill offer?

Lisa Ann Cahill specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.

What are Lisa Ann Cahill's credentials?

Lisa Ann Cahill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ann Cahill located?

Lisa Ann Cahill is based in PORTAGE, Michigan, working with CAHILL WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.

How does Lisa Ann Cahill charge for services?

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

How large is CAHILL WEALTH MANAGEMENT, LLC?

CAHILL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →