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Our financial advice team


Lisa K Mulcare, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Lisa K Mulcare

CFP®, ChFC®, CASL®, CLTC®

Private Wealth Advisor

Earned Wealth Advisors
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Investments
  • Saving for Education
  • Domestic Partner Planning
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CLTC® Certified Long Term Care

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2012-2019, 2023
  • Ameriprise Circle of Success, 2003, 2005-2007, 2009, 2012 - 2023
  • Ameriprise Circle of Success Diamond Ring, 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Feed My Starving Children - With family and clients, helping to feed families and children around the world.

Color Run - With family and friends, promoting happiness and healthiness

Interests

  • Family a priority
  • Travel to see different cultures around the world
  • Sports enthusiast
  • Cuisine connoisseur