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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

TitleManaging Member, Chief Operating Officer And Chief Compliance Officer
Ownership5-10%
Control personYes
Since2019
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