Lisa Karen Heerwagen
Managing Member, Chief Operating Officer And Chief Compliance OfficerQp Wealth Management, LLCCRD 1288948
About Lisa Karen Heerwagen
Lisa Karen Heerwagen is listed as Managing Member, Chief Operating Officer And Chief Compliance Officer at Qp Wealth Management, LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Qp Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Karen Heerwagen work?
Lisa Karen Heerwagen is listed as Managing Member, Chief Operating Officer And Chief Compliance Officer at Qp Wealth Management, LLC on SEC Form ADV.
How much of Qp Wealth Management, LLC does Lisa Karen Heerwagen own?
Form ADV reports a beneficial ownership band of 5-10%.
Qp Wealth Management, LLC
| Title | Managing Member, Chief Operating Officer And Chief Compliance Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2019 |