Unclaimed Profile

Lisa Annette Stroud

VAN DEN BERG MANAGEMENT I, INC.·AUSTIN, Texas

Series 7, Series 63, Series 65Clean record22 years registeredVAN DEN BERG MANAGEMENT I, INC.

805 LAS CIMAS PARKWAY, AUSTIN, TX 78746-9903CRD# 3145700Firm CRD# 112308

Profile Verification

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

Identity

Lisa Annette Stroud · AUSTIN, TX

Registration

CRD #3145700 · VAN DEN BERG MANAGEMENT I, INC. · 22 years registered

Brand Profile

Not yet started

Career History

CENTURY MANAGEMENT FINANCIAL ADVISORS

Jan 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAN DEN BERG MANAGEMENT I, INC.

CRD 112308 · SEC 801-14809

AUM

$501M

Regulatory assets under management

Employees

665 client accounts

Services offered by VAN DEN BERG MANAGEMENT I, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VAN DEN BERG MANAGEMENT I, INC. →

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 →

Looking for a financial advisor in AUSTIN?

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

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Annette Stroud offer?

Lisa Annette Stroud specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Lisa Annette Stroud's credentials?

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

Where is Lisa Annette Stroud located?

Lisa Annette Stroud is based in AUSTIN, Texas, working with VAN DEN BERG MANAGEMENT I, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Lisa Annette Stroud charge for services?

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

How large is VAN DEN BERG MANAGEMENT I, INC.?

VAN DEN BERG MANAGEMENT I, INC. has approximately 18 employees and manages $501M 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 →