Skip to content

Lisa Lynn Banning

Investment adviser representative at Financial Management Network Inc
27 yearsExperience
4 statesRegistered in
$2.1BFirm assets
34 yearsFirm in business

Are you Lisa Lynn Banning? Claim your profile

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

Experience

27 years in the industry.

  1. Fmn Capital CorporationJun 1999 to now
  2. Financial Management Network, Inc.Feb 1999 to now

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 4 states (CA, KS, OR, TX).

Financial Management Network Inc

$2.1BAssets managed
1,528Clients
21Advisers
34 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
3192570
Firm CRD
110454
Advisor's SEC record (opens in a new tab)
CallContact this firm