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Lisa Diane Kemph

Investment adviser representative at Bolthouse Investment Management Services
12 yearsExperience
1 stateRegistered in
$631.2MFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Bolthouse Investment Management ServicesJul 2024 to now
  2. Hillsboro IndustriesAug 2019 to Jul 2024
  3. Asbury Nursing HomeOct 2018 to Aug 2019
  4. HomemakingApr 2018 to Oct 2018
  5. Az AdvisoryApr 2017 to Apr 2018
  6. Flint Hills ResourcesJul 2014 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (KS).

Bolthouse Investment Management Services

Legal name: Bolthouse Investments, LLC

$631.2MAssets managed
45Clients
3Advisers
14 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
2502325
Firm CRD
148531
Advisor's SEC record (opens in a new tab)
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