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Lisa Michele Cooper

Figure 8 Investment Strategies LLC

Boise, ID

CRD 2407967

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Employer firm

Figure 8 Investment Strategies LLC CRD 282973

$233M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Figure 8 Investment Strategies Llc

1410 W Washington St, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-05
OR RA APPROVED 2024-06-05
TX RA APPROVED 2019-06-08
ID RA APPROVED 2016-03-30
  • CA RA
    APPROVED
    Since 2024-06-05
  • OR RA
    APPROVED
    Since 2024-06-05
  • TX RA
    APPROVED
    Since 2019-06-08
  • ID RA
    APPROVED
    Since 2016-03-30

Branch Locations

1410 W Washington St, Boise, ID 83702 • 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
Figure 8 Investment Strategies Llc Boise ID 01/2016 Present
Mofi Boise ID 03/2019 09/2024
Previous Registrations
  • 2009-11-03 → 2014-10-13
    Nelson Capital Management
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-21
S63 Uniform Securities Agent State Law Examination 1994-11-16
  • S65 Uniform Investment Adviser Law Examination
    1994-12-21
  • S63 Uniform Securities Agent State Law Examination
    1994-11-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Lisa Michele Leff
  • Lisa Michele Leff Cooper
  • Lisa Michele Leff Cooper

View on SEC IAPD

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