AnthonyLishka- Financial Advisor Clackamas, OR

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About Anthony Lishka

Lishka Financial^™ provides you, our client, an educated alternative for investing. Lishka Financial excels at explaining the pitfalls and advantages of complex investment programs. Lishka Financial is not limited to proprietary, "in-house" products, allowing you to choose the most competitive investments available.

Lishka Financial is a independent financial planning firm licensed with LPL Financial, a full-service broker-dealer serving independent financial advisors nationwide.

LPL is an independent broker dealer intent on providing you the highest quality service. LPL gives its financial advisors the freedom to decide which products are the best fit for you. More importantly Lishka Financial has access to a wide array of products and services available in order to best pursue your goals and objectives.

To help us stay on top, we have placed an emphasis on education by providing the latest in industry news as well as comprehensive training programs.

Since 2010, our clients have enjoyed financial services at the leading edge of the industry. Lishka Financial can also address your business and family insurance needs.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

5767664

Firm CRD#

6413

Insurance License#

7905836, 771402, 1064018

Name of Broker/Dealer

LPL FINANCIAL

Name of Custodial Firm

LPL FINANCIAL

States Licensed in

AK,AZ,CA,DC,HI,ID,KY,MA,MD,MI,MS,MT,NM,NV,NY,OH,OR,PA,TN,TX,WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, FRC^SM, CFF^®

Securities Licenses

Series 7, Series 24, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Disability, Variable Annuity, Health, Life, Variable Life, Long Term Care

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$10,000

Compensation Methods

Based on Assets

Education

BUSINESS ADMINISTRATION & MANAGEMENT - BUSINESS

CLACKAMAS COMMUNITY COLLEGE
9/1/2008 -6/1/2009

CHARTERED FINANCIAL CONSULTANT - FINANCE

THE AMERICA COLLEGE
9/1/2012 -6/1/2015

BUSINESS MANAGEMENT - BUSINESS

WESTERN GOVERNORS UNIVERSITY
1/1/2018 -6/1/2019

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Anthony Lishka

Lishka Financial / LPL Financial