Lisa Brummett (CRD# 2843838) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 27 years of experience in the finance industry. Lisa Brummett has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6114482
Professional Asset Management, Inc.
CRD# 6033329
Creative Planning
CRD# 1516688
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keen Wealth Advisors | Overland Park, KS | Jul 2019 - Current | 5 |
| Kansas City Ymca | Platte City, MO | Jul 2004 - Dec 2019 | 15 |
| Keen Wealth Advisors | Overland Park, KS | Jan 2019 - Jul 2019 | < 1 |
| Northwest Missouri Psychiatric And Rehabilitation Center | St. Joseph, MO | Sep 2015 - Jan 2019 | 3 |
| Truman Medical Center | Kansas City, MO | Jun 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- KS
- MO
- TX
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Total Assets Under Management915MILLIONS
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Total Number of Accounts2,386ACCOUNTS
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Average Account Value$383,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, OH, OK, TN, TX, VA, WA
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