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Lisa Donaldson

Advisor at Ameriprise

Updated today

Location

Enid, OK 73703

Credentials

Series 66

Industry experience

26 years

About

Lisa Donaldson is a financial advisor with Ameriprise in Enid, OK, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in agricultural operations as the owner of a cow-calf business and serves on several local boards, including the Greater Enid Chamber of Commerce Northwest District Jr. Livestock Show, Drummond Public School, and Oklahoma Ag in the Classroom. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

2411 Heritage Trl Ste 5

Enid, OK 73703

Most active in

Oklahoma · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63, Series 65

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Series 63, Series 65

Enid, OK

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Enid, OK

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Series 66

Enid, OK

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Series 66

Enid, OK

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General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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