LISA MARIE DRAKE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-04-15 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2019-07-29 | present | Yes |
| WEALTHSPIRE RETIREMENT ADVISORY | 2018-11-09 | 2019-05-20 | — |
| LPL FINANCIAL LLC | 2011-07-25 | 2018-10-26 | — |
| OSAIC SERVICES, INC. | 2011-03-14 | 2011-05-18 | — |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2006-07-25 | 2009-06-04 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-12-09 | 2006-04-27 | — |