Lisa R. Rohrbaugh

Current Employers

Employment History

• 04/1995 → 05/2021
  Waddell & Reed, Inc.
  Yakima, WA
• 07/1995 → 05/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Ellensburg, WA
• 09/2013 → 06/2017
  Ellensburg High School/Band Parent Group Volunteer
  Ellensburg, WA
• 01/2014 → Present
  Ellar Llc
  Ellensburg, WA
• 04/2021 → Present
  Rampart Wealth Strategies
  Ellensburg, WA
• 05/2021 → Present
  Osaic Wealth, Inc.
  Ellensburg, WA

Previous Registrations

• 1996-04-08 → 2021-05-28
  Waddell & Reed
  Kennewick, WA
  Yakima, WA
  Tacoma, WA
  Tacoma, WA
  Yakima, WA
  Yakima, WA
  Ellensburg, WA
  Yakima, WA
  Seattle, WA

Other Businesses

1. ELLAR LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 2408 Fruitvale Blvd #250, Yakima WA 98902, United States DESCRIPTION: This is passthrough, tax filing purposes only. Also, receive rental income to the LLC for office space sublet. 2. RAMPART WEALTH STRATEGIES POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2021 ADDRESS: PO BOX 384, 200 N Pearl St, Ellensburg WA 98926, United States DESCRIPTION: life insurance, fixed annuity sales and service for multiple carriers 3. REAN PROPERTIES LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2022 ADDRESS: 5948 Bearden View Ln, Knoxville TN 37909, United States DESCRIPTION: Adult manager for family member owned LLC 4. POWER OF ATTORNEY POSITION: Power of Attorney NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 2013 E Mount Daniels Dr, Ellensburg WA 98926, United States DESCRIPTION: POA for immediate family member 5. PACIFIC CAPITAL RESOURCE GROUP INC POSITION: Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 10900 NE 4th St, #2413 Ste 2300, Bellevue WA 98004, United States DESCRIPTION: Pass-through only. Pay a monthly Affiliation fee, for purposes of participating in group insurance and benefits. Unused Commissions are refunded back via W2 income. Affiliation for purposes of group insurance participation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-05
• S63 Uniform Securities Agent State Law Examination
  1995-06-23

Designations

Other Names

• Lisa Doggett
• Lisa Rohrbaugh
• Lisa Rae Rohrbaugh