Lisa M. Cooper

FIGURE 8 INVESTMENT STRATEGIES LLC

Boise, ID 83702

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CRD#: 2407967

Professional summary

Lisa Michele Cooper, CFA, CFP®, who also goes by Lisa Michele Leff Cooper, Lisa Michele Leff, Lisa Michele Leff Cooper, is a registered financial advisor currently at FIGURE 8 INVESTMENT STRATEGIES LLC located in Boise, Idaho.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lisa has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Michele Leff Cooper | Lisa Michele Leff | Lisa Michele Leff Cooper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

3/1/2019- Mofi -1190 Main Street, Suite 330, Boise, ID 83702-non-profit financing and consulting organization-investment related-board member- attend board meetings, recruit new members, attend fundraising events, refer business to MoFi - apprx 2 per month spent, no compensation is received for this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Michele Cooper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 30, 2016 - Present

FIGURE 8 INVESTMENT STRATEGIES LLC

Office #1: 1410 W Washington St, Boise, ID 83702

RIA

CRD#: 282973

Boise, ID

Past

November 3, 2009 - October 13, 2014

NELSON CAPITAL MANAGEMENT

RIA

CRD#: 123513

BOISE, ID

Past

July 13, 2000 - December 31, 2002

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

January 12, 1994 - July 16, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIGURE 8 INVESTMENT STRATEGIES LLC

CRD#: 282973 / SEC#: 801-120489

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - (3/16/2021 Terminated)

New York

Registered Investment Advisory firm - (3/16/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/23/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/13/2019)

IAR

Idaho
(3/30/2016)

IAR

Oregon
(1/17/2020)

IAR

Texas
(6/8/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/11/1994

General Securities Representative Examination

Current Firm

FIGURE 8 INVESTMENT STRATEGIES LLC

CRD#: 282973 / SEC#: 801-120489

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - (3/16/2021 Terminated)

New York

Registered Investment Advisory firm - (3/16/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/23/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2021 Terminated)

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Contact information

Main Address

1410 W Washington St, Boise, ID 83702

Mailing Address

Phone number

(208) 385-0078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIGURE 8 ADV PART 2A (7/25/2025)

Regulatory assets under management

Total Number of Accounts	438
AUM (Assets Under Management)	$ 199,767,232

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lisa M. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Michele Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIGURE 8 INVESTMENT STRATEGIES LLC

NELSON CAPITAL MANAGEMENT

FORESIDE FUND SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

FIGURE 8 INVESTMENT STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1994

Series 63

Date: 11/16/1994

Series 7

Date: 1/11/1994

Current Firm

FIGURE 8 INVESTMENT STRATEGIES LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIGURE 8 INVESTMENT STRATEGIES LLC

TRUST BUT VERIFY

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