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Lisa G
Series 63
Killbuck, OH
Ameriprise
Lisa Grassbaugh is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. Her prior roles include long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company. She serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation and manages a family farm and a FarmView LLC Airbnb business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice through a centralized team in collaboration with advisors. The firm’s approach involves comprehensive analysis and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies within a defined investment universe.
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