Career
Lisa Isaacson has been Chief Administrative Officer of U.S. Bancorp Asset Management since October 2024. Lisa Isaacson is a control person of the firm and directly owns under 5% of it.
U.S. Bancorp Asset Management, Inc. is a Minneapolis, MN firm with $427B under management, 881 clients and 62 advisers across 51 offices, as of its August 2026 filing.
No adviser firm registrations are on Lisa Isaacson’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2011 |
| Series 7 | General Securities Representative Examination | 29 March 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Lisa Ann Isaacson
- CRD
- 5848976
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Lisa Isaacson work?
Lisa Isaacson has been Chief Administrative Officer of U.S. Bancorp Asset Management, Inc. since October 2024, and is a control person of the firm.
Does Lisa Isaacson have a current investment-adviser registration?
Lisa Isaacson has a current broker registration and no current investment-adviser registration.
What exams has Lisa Isaacson passed?
Lisa Isaacson has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2011. FINRA credited Lisa Isaacson with the SIE, which began in October 2018.