Lisa Micklevitz
Account Manager at 5 Oaks Wealth Management Llc
Based in McHenry, United States
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Seniority
Staff
Department
Sales & Business Development
Location
McHenry
Industry
Financial Services
Company size
2
Contact information
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l•••••••@5oakswealthmanagement.com
Phone
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Background
About Lisa Micklevitz
Lisa is the first voice you hear when you call 5 Oaks Wealth Management. As the Account Manger she is an expert in maneuvering through forms and tracking down answers to account related questions. Lisa is fully registered having passed her Series 7 and Series 66 exams (her registrations are held with LPL Financial), and she has her life and health insurance licenses as well. Most importantly, Lisa is committed to using her training and experience to help every client Act Towards Success. Lisa has lived in Hebron (home of the 1952 State Basketball Champs) all but three years of her life. When not working she enjoys spending time with her husband Ryan and her daughter Rylee (Go Hawkeyes). She is an avid fan of the Cubs, Blackhawks, Packers, Bulls, Soccer, NASCAR, Indycar, F1 and more. Lisa loves reading; history, suspense and even finance books. The financial advisors at 5 Oaks Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the Contact section above. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states where the advisors of 5 Oaks Wealth Management are registered to do business, please visit
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