Lisa Marie Isaacson

Current Employers

Canyon Creek Investment Advisors

Fruita, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-05-15

CO RA
APPROVED

Since 2024-05-15

Branch Locations

Montrose, CO • United States

Fruita, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Alpine Bank	Montrose	CO	09/2018	04/2022
Elderado Financial, Inc	Montrose	CO	07/2015	08/2018
Wealthsource Partners, Llc	Montrose	CO	04/2022	05/2024
Canyon Creek Investment Advisors, Ltd.	Montrose	CO	05/2024	Present
P&L Financial, Llc	Montrose	CO	05/2018	Present

09/2018 → 04/2022

Alpine Bank

Montrose, CO
07/2015 → 08/2018

Elderado Financial, Inc

Montrose, CO
04/2022 → 05/2024

Wealthsource Partners, Llc

Montrose, CO
05/2024 → Present

Canyon Creek Investment Advisors, Ltd.

Montrose, CO
05/2018 → Present

P&L Financial, Llc

Montrose, CO

Previous Registrations

2022-04-05 → 2024-06-07

Wealthsource®

Montrose, CO
2015-09-14 → 2018-11-02

Elderado Financial, Inc

Montrose, CO

Other Businesses

P&L FINANCIAL, LLC not investment-related private residence in Montrose, CO tax return preparation Owner 05/25/2018 0.5 hours per month 0 hours during trading prepare tax returns for clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-14

S65 Uniform Investment Adviser Law Examination

2015-09-14

Designations

Other Names

Lisa Marie Levendoski
Lisa Marie Webster
Lisa Marie Grobe

View on SEC IAPD