DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

LISA MARIE PAMPERIN

Advisor at CREATIVE PLANNING

Lenexa, KS | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e6033ad-4570-53b6-d2ce-95880b209de0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 27, 2006
First registration: Oct 4, 2007
Dual registered: no
IAPD individual key: 5213367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Apr 6, 2023	n/a	yes	OVERLAND PARK, KS\|Lenexa, KS	Current employment
J.P. MORGAN INSTITUTIONAL INVESTMENTS	Former SEC adviser	Mar 2, 2010	Dec 31, 2011	no	KANSAS CITY, MO\|ENGLEWOOD, CO\|OVERLAND PARK, KS	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 17, 2008	Nov 20, 2009	no	OVERLAND PARK, KS	Previous registration
J.P. MORGAN INSTITUTIONAL INVESTMENTS	Former SEC adviser	Oct 4, 2007	Oct 22, 2008	no	KANSAS CITY, MO\|ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN INSTITUTIONAL INVESTMENTS	CREATIVE PLANNING	Dec 31, 2011	Apr 6, 2023	4,114	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN INSTITUTIONAL INVESTMENTS	Nov 20, 2009	Mar 2, 2010	102	Firm change	Other
J.P. MORGAN INSTITUTIONAL INVESTMENTS	CHASE INVESTMENT SERVICES CORP.	Oct 22, 2008	Dec 17, 2008	56	Firm change	Other

Relationships

Registered with (3)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 6, 2023 to presentfactForm ADV
→ J.P. MORGAN INSTITUTIONAL INVESTMENTSRegistered adviserregistration: previous registration
Mar 2, 2010 to Dec 31, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 17, 2008 to Nov 20, 2009factForm ADV

Dated events

No dated event names this entity yet.