Unclaimed Profile

Lisa Dimter

NORDWAND ADVISORS, LLC·RADNOR, Pennsylvania

Clean recordNORDWAND 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Dimter is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with NORDWAND ADVISORS, 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

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Firm Overview

Firm

NORDWAND ADVISORS, LLC

NORDWAND ADVISORS

AUM

$3.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORDWAND ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2985154

Firm CRD# 322936

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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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