Lisa Ann Cowan

Current Employers

Employment History

• 01/2015 → 03/2018
  Scottrade
  Westminser, CO
• 03/2018 → 07/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2019 → 07/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2019 → Present
  Securities America, Inc.
  Boulder, CO
• 07/2019 → Present
  Wealthplan Partners, Inc
  Boulder, CO
• 01/2020 → Present
  Wealthplan Partners, Llc
  Omaha, NE
• 02/2024 → Present
  Welch Financial Planning, Llc
  Boulder, CO

Previous Registrations

• 2020-01-30 → 2024-03-01
  Wealthplan Partners
  Boulder, CO
  Omaha, NE
• 2019-07-23 → 2020-07-10
  Wealthplan Partners
  Boulder, CO
• 2019-02-04 → 2019-07-10
  Cambridge Investment Research Advisors, Inc.
  Superior, CO

Other Businesses

WealthPLAN Partners Position: Associate Financial Advisor Nature: Advisory- WealthPLAN Partners Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 07/01/2019 Address: 101 S 108th Ave, 2nd Floor, Omaha NE 68154 DBA: Welch Financial Planning, LLC LISA AND ROSS COWAN (JOINT OWNERS) POSITION: owner NATURE: Rental Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 8254 E Lippizan Trl, Scottsdale AZ 85258 DESCRIPTION: Own a townhome at 8555 N 84th Place, Scottsdale, AZ 85258. Collect rent, set up service calls when needed, make repairs and upgrades as needed. PALOMA & ZANE 1, LLC AND PALOMA & ZANE 2, LLC POSITION: owner NATURE: Rental Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 1022 Rex St, Louisville CO 80027 DESCRIPTION: Own a townhome at 8555 N 84th Place and a single-family home, both in Scottsdale, AZ 85258. Collect rent, set up service calls when needed, make repairs and upgrades as needed.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-03
• S63 Uniform Securities Agent State Law Examination
  2015-05-14

Designations