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Lisa Nicole Allem

Scissortail Wealth Management, LLC

Tulsa, OK

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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

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Other Investors

OANH STANGER
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ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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