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Lisa Drozd Tobey

DEFINED CONTRIBUTION ADVISORS INC·MINNEAPOLIS, Minnesota
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6385 OLD SHADY OAK ROAD, MINNEAPOLIS, MN 55344-7736CRD# 5076311Firm CRD# 107146
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About

Lisa Drozd Tobey is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with DEFINED CONTRIBUTION ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
DEFINED CONTRIBUTION ADVISORS INC
DEFINED CONTRIBUTION ADVISORS, INC. OR DCADVISORS
AUM
Regulatory assets under management
Employees
15
Total firm employees
Services
Publication of periodicals/newsletters
Other
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Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5076311
Firm CRD# 107146
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Drozd Tobey offer?
Lisa Drozd Tobey is a registered financial advisor in MINNEAPOLIS, Minnesota. Contact their office for details on services offered.
What are Lisa Drozd Tobey's credentials?
Lisa Drozd Tobey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Drozd Tobey located?
Lisa Drozd Tobey is based in MINNEAPOLIS, Minnesota, working with DEFINED CONTRIBUTION ADVISORS INC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Lisa Drozd Tobey charge for services?
Lisa Drozd Tobey's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEFINED CONTRIBUTION ADVISORS INC?
DEFINED CONTRIBUTION ADVISORS INC has approximately 15 employees. The firm is registered with the SEC as an investment adviser.
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