Skip to main content

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

 

Click Here for COVID-19 Updates

  • Home
  • About Us
    • Our Team
    • Our Mission
    • Our Philosophy
    • Our Process
  • Our Services 
    • Business Retirement Planning
    • Retirement Planning
    • Tax Strategies
    • Annuities
    • Insurance
    • Investment Solutions
  • About LPL Financial
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Blog
  • Contact

    You are here

  1. Home
  2. Lisa A. McClyman

Lisa A. McClyman

Photo of team member
Lisa A. McClyman
Investment Executive
E-mail: 
lisa.mcclyman@thirdoakinv.com

Lisa McClyman is a Registered Principal and Financial Advisor of Third Oak Financial Services.  She is also Vice President of Baraboo State Bank.  She counsels and advises individuals and businesses in financial planning, retirement planning, and education savings. 

A graduate of the University of Wisconsin Whitewater School of Business and Economics with a degree in Economics, Lisa has twenty-eight years of experience in the bank and investment industry.  She currently holds licenses to sell investment securities, life insurance, health insurance, municipal investments and a managerial license to oversee the investment center branches. Lisa also holds certifications in trust.

Lisa and her husband, Steve, reside in Wisconsin Dells with their children Molly, Ashley and Pierce.  Lisa is a retired volunteer EMT who served for the Wisconsin Dells Ambulance service.  She is a member of the Wisconsin Dells Area United Fund and the Dells Country Historical Society.  Lisa also volunteers her time on other finance committees and charitable events.

Book a Complimentary Consultation

Tell a Friend

109 3rd Avenue
Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

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. Baraboo State Bank & Third Oak Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Third Oak Investment Services, and may also be employees of Baraboo State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Baraboo State Bank or Third Oak Investment Services. 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

 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, KS, FL, MI, MN, NC, NJ, NV, OH, TX, UT, WA, WI.

LPL Financial Form CRS

© 2026 Third Oak Investment Services. All rights reserved.

Website Design For Financial Services Professionals