Lisa Palmer Dickholtz
Investment adviser representative at Cooper Mcmanus
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Cooper McmanusDec 2025 to now
- Cambridge Investment Research,inc.Dec 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America Advisors, IncSep 2007 to Jun 2024
- Securities America, Inc.Jan 1997 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1644988
- Firm CRD
- 111458