Investment adviser representative · Creative Planning
Lisa M. Drake
CRD 4355836 · Webster, FL
At a glance
Lisa M. Drake is an investment adviser representative with Creative Planning in Webster, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lisa’s SEC record dates to 2004, about 21 years ago.
Current advisory firms
- Creative PlanningSince April 2026Webster, FL · $296B in regulatory assets
- Creative Planning Institutional Advisors, LLCSince July 2019West Palm Beach, FL · $38B in regulatory assets
SEC adviser record
- Registered since
- 2004 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lisa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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