Lisa Marie Vachalek

Current Employers

Employment History

• 05/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 10/2015 → 10/2025
  American Century Investments
  Kansas City, MO
• 11/2025 → 05/2026
  Principal Life Insurance Company
  Overland Park, KS
• 11/2025 → 05/2026
  Principal Securities, Inc.
  Overland Park, KS

Previous Registrations

• 2025-12-15 → 2026-05-05
  Principal Securities, Inc.
  Overland Park, KS

Other Businesses

MISSION ENDOWMENT FUND POSITION: MEF Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 7851 W. 119th Street, Overland Park KS 66213, United States DESCRIPTION: The board members review grant requests and answer questions from church members about how to give to the fund. I am part of a decision-making committee and do not have discretion on how funds are invested and/or distributed. INSURANCE POSITION: Agent/Broker/Registered Rep NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/02/2026 ADDRESS: 11101 Switzer Road, Suite 100, Overland Park KS 66210, United States DESCRIPTION: Market, solicit and sale of outside insurance through Crump/PPN through various carriers. Products include life insurance, LTC, DI and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-12

Other Names

• Lisa Marie Vachalek
• Lisa Marie Scrivener