# LISA MARIE DRAKE

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2026-04-15 | present | Yes |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2019-07-29 | present | Yes |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2018-11-09 | 2019-05-20 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-07-25 | 2018-10-26 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2011-03-14 | 2011-05-18 | — |
| [CBIZ FINANCIAL SOLUTIONS, INC.](https://search.stillhousedata.com/firm/16678) | 2006-07-25 | 2009-06-04 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2004-12-09 | 2006-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4355836)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4355836.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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