Lisa Michele Cooper
Investment adviser representative at Figure 8 Investment Strategies LLC
8 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$233.4MFirm 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 assetsFixed or flat fee
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
8 years in the industry.
- Figure 8 Investment Strategies LLCJan 2016 to now
- MofiMar 2019 to Sep 2024
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (CA, ID, OR, TX).
Figure 8 Investment Strategies LLC
$233.4MAssets managed
176Clients
4Advisers
5 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
- 2407967
- Firm CRD
- 282973