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Lisa Nicole Allem

Scissortail Wealth Management, LLC

Tulsa, OK

CRD 8236945

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Employer firm

Scissortail Wealth Management, LLC CRD 297761

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Scissortail Wealth Management, Llc

1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-03-18
  • OK RA
    APPROVED
    Since 2026-03-18

Branch Locations

1203 East 33Rd Street Suite 100, Tulsa, OK 74105 • 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
OrganizationCityStateFromTo
My Fit Foods Tulsa OK 05/2016 02/2017
American Heritage Bank Sand Springs OK 03/2017 10/2017
Pipeline Equipment, Inc Tulsa OK 10/2017 11/2022
Scissortail Wealth Management, Llc Tulsa OK 11/2022 07/2024
Scissortail Wealth Management, Llc Tulsa OK 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

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