Lisa Marie Drake
Investment adviser representative at Creative Planning Institutional Advisors, LLC
15 yearsExperience
1 stateRegistered in
$37.5BFirm assets
21 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Creative Planning, LLCFeb 2026 to now
- Creative Planning Institutional Advisors, LLCSep 2018 to now
- Cetera Wealth Services, LLCJun 2019 to Dec 2025
- Not ApplicableMar 2019 to Apr 2019
- Nfp RetirementNov 2018 to Feb 2019
- LPL Financial LLCMay 2011 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Creative Planning Institutional Advisors, LLC
$37.5BAssets managed
915Clients
95Advisers
21 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
- 4355836
- Firm CRD
- 126777