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Credentials
Series 66
Experience Industry experience
17 years
Location
Mondovi, WI 54755
Edward Jones
Institution
Lisa Berger is a financial advisor with Edward Jones in Mondovi, WI, holding a Series 66 credential and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she manages a property rentals business, D. Y. Bella Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branches.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Mondovi, WI
760 East Main St
Mondovi WI 54755
Advisors at this office
1
Texas · Wisconsin
17 years of industry experience
Edward Jones
2009 - Present • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Mondovi, WI
Principal Financial Services
Michael Linse is a CFP® professional with 33 years of industry experience, currently serving at Principal Financial Services in Mondovi, WI. He has worked with Mondovi Investment Center since 2010 and has been affiliated with Princor Financial Services Corp since 2009. Outside of his advisory work, Linse is involved in competition grilling and catering through his Sand Road BBQ Team. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Series 66
Eleva, WI
Ameriprise
Joel Ratz is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.
Series 66
Mondovi, WI
OSAIC
Andrew Rud is a financial advisor with Osaic Wealth, Inc. He holds the Series 66 designation and has two years of experience in the financial industry. Prior to joining Osaic, he was involved with Ali Rud Financial Services and volunteered as an assistant baseball coach for the Mondovi School District. He is also a member of the Gilmanton Sportsman’s Club. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside access to third-party money managers and unified managed accounts. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
Series 66
Eleva, WI
Ameriprise
Krista Caucutt Ratz is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Caucutt-Ratz Tax Preparation LLC, a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering tailored written recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.
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