Unclaimed Profile

Lisa Dimter

NORDWAND ADVISORS, LLC·RADNOR, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record13 years registeredNORDWAND ADVISORS, LLC

150 N. RADNOR CHESTER RD, RADNOR, PA 19087CRD# 2985154Firm CRD# 322936

Profile Verification

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

Identity

Lisa Dimter · RADNOR, PA

Registration

CRD #2985154 · NORDWAND ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jul 2026 – present

NORDWAND ADVISORS

Oct 2023 – Jun 2026

RADNOR, PA

WELLS FARGO CLEARING SERVICES, LLC

Jun 2016 – Sep 2023

WAYNE, PA

CREDIT SUISSE SECURITIES (USA) LLC

Dec 2012 – May 2016

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · December 14, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORDWAND ADVISORS, LLC

CRD 322936 · SEC 801-126490

AUM

$3.5B

Regulatory assets under management

Employees

109 client accounts

Services offered by NORDWAND ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORDWAND ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Dimter offer?

Lisa Dimter specializes in Financial Planning, Investment Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Lisa Dimter's credentials?

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

Where is Lisa Dimter located?

Lisa Dimter is based in RADNOR, Pennsylvania, working with NORDWAND ADVISORS, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Lisa Dimter charge for services?

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

How large is NORDWAND ADVISORS, LLC?

NORDWAND ADVISORS, LLC has approximately 7 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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