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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Pamperin is a financial advisor with Creative Planning in Overland Park, KS. Lisa has been in the industry for over 15 years and is currently registered with the state of Kansas as an Investment Advisor Representative. Lisa has passed the Series 6, 7, 63, and 65 exams. She has experience with various investment products and specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Prior to joining Creative Planning, Lisa worked at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
04/06/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/02/2014 - 03/17/2016
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
11/20/2009 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
10/23/2008 - 11/20/2009
CHASE INVESTMENT SERVICES CORP. (KANSAS CITY MO)
MO
09/20/2006 - 10/22/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
IA
Issued 04/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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