Lisa Angelo has been an investment adviser representative at Halter Ferguson Financial since May 2026, and is not listed among the firm’s executive officers or direct owners.
Halter Ferguson Financial Inc is a Carmel, IN firm with $705M under management, 292 clients and 7 advisers in one office, as of its October 2026 filing.
- – present · under a yearCarmel, IN · Adviser representative · Firm CRD 109563
Investment adviser representative registrations
Lisa Angelo is registered as an investment adviser representative in Indiana, since May 2026.
- IndianaSince 11 May 2026
Examinations
No examinations are on Lisa Angelo’s record.
- Full name
- Lisa Marie Hileman Angelo
- CRD
- 8269932
- Firm
- Halter Ferguson Financial · CRD 109563
- Office
- 13080 GRAND BLVD., SUITE 130, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Angelo work?
Lisa Angelo is an investment adviser representative registered through Halter Ferguson Financial Inc since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Angelo a financial advisor?
Yes. Lisa Angelo has a current investment-adviser registration in Indiana, through Halter Ferguson Financial since May 2026.
How many years of experience does Lisa Angelo have?
Lisa Angelo has 0 years in the financial industry, since May 2026, across 1 adviser firm.
Where is Lisa Angelo based?
Lisa Angelo’s registered office is in Carmel, IN.
Is Lisa Angelo registered with FINRA?
No. Lisa Angelo has no current broker registration.
How can I verify Lisa Angelo’s record?
Search CRD 8269932 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Angelo’s full registration record.
