Lisa-Moe

Lisa J. Moe , CFP®, *

Bell Investments - VP/Wealth Advisor

I am fulfilling my career dream of helping individuals and businesses with their investment needs. The best thing about my job is knowing my clients can rely on me to be that contact person for their finances.

My husband and I live in West Fargo with our son and daughter. On the weekends, I love doing yard work and going camping.

Learn More About Lisa:
Women Who Work For Bell Bank Wealth Management Share Their Client Experiences



*Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value