Financial Advisor Profile


Location: Lisa Affolter

Lisa Affolter
Sr. Vice President, Financial Advisor

416 Main Street
Peoria, IL 61602


Phone: (309) 999-3285

E-mail:

Lisa.Affolter@commercebank.com

Experience:

Lisa Affolter specializes in providing clients with comprehensive investment information and personalized, professional service. From college planning to retirement planning, she can help you analyze your current financial picture and customize an investment strategy that's designed to meet your financial goals.

Lisa is a fully registered General Securities Representative and Life Licensed.

Lisa can help you with stocks, bonds, mutual funds, IRAs, 401(k) rollovers, tax-deferred annuities, insurance, and more.

Lisa Affolter has been in the securities industry since 1989.


Community Involvement:

Tazewell County Children’s Advocacy Center

Relay for Life, Young Life, and Junior Achievement

The location listed above is the registered office for the Financial Advisor. Please call or email to set up an appointment at the banking center you selected.

Disclosures:

  • Commerce Brokerage Services, Inc. does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situations.
  • To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.
  • The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.
  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee
  • Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.