Lisa Nicole Allem
Investment adviser representative at Scissortail Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$568.2MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Scissortail Wealth Management, LLCNov 2022 to now
- Pipeline Equipment, IncOct 2017 to Nov 2022
- American Heritage BankMar 2017 to Oct 2017
- My Fit FoodsMay 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Scissortail Wealth Management, LLC
$568.2MAssets managed
485Clients
8Advisers
8 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
- 8236945
- Firm CRD
- 297761