TrueAdvisor
TrueAdvisor
LP
LP

Lisa Pamperin

Creative Planning
7 Years of Experience
Lenexa, KS
1 Disclosure
View SEC Summary
View SEC Summary

Lisa Pamperin is a registered investment advisor at Creative Planning, based in Lenexa, KS, with 7 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lenexa, KS

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Creative Planning
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
J.P. Morgan Institutional Investments
March 2010 - December 2011 · 1 yr 9 mos
Chase Investment Services CORP.
December 2008 - November 2009 · 11 mos
J.P. Morgan Institutional Investments
October 2007 - October 2008 · 1 yr
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Lenexa, KS →All financial advisors in Kansas →