Best Investors Account Sign in
Inactive

Lisa Marie Pamperin

Creative Planning

Overland Park, KS

Lenexa, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-04-06
  • KS RA
    APPROVED
    Since 2023-04-06

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Lenexa, KS • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 01/2023 Present
City Union Mission Of Kansas City Kansas City MO 09/2016 04/2020
Bmo Harris Bank Leawood KS 05/2020 12/2022
  • 01/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 09/2016 → 04/2020
    City Union Mission Of Kansas City
    Kansas City, MO
  • 05/2020 → 12/2022
    Bmo Harris Bank
    Leawood, KS
Previous Registrations
  • 2010-03-02 → 2011-12-31
    J.P. Morgan Institutional Investments Inc.
    Kansas City, MO
    Englewood, CO
    Overland Park, KS
  • 2008-12-17 → 2009-11-20
    Chase Investment Services Corp.
    Overland Park, KS
  • 2007-10-04 → 2008-10-22
    J.P. Morgan Institutional Investments Inc.
    Kansas City, MO
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2006-09-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2006-09-27

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor