Lisa M. Isaacson

CANYON CREEK INVESTMENT ADVISORS

MONTROSE, CO

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CRD#: 6529149

Professional summary

Lisa Marie Isaacson, CFP®, who also goes by Lisa Marie Grobe, Lisa Marie Levendoski, Lisa Marie Webster, is a registered financial advisor currently at CANYON CREEK INVESTMENT ADVISORS located in Montrose, Colorado.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lisa has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Marie Grobe | Lisa Marie Levendoski | Lisa Marie Webster

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.

P&L FINANCIAL, LLC not investment-related private residence in Montrose, CO tax return preparation Owner 05/25/2018 0.5 hours per month 0 hours during trading prepare tax returns for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Isaacson's 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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 15, 2024 - Present

CANYON CREEK INVESTMENT ADVISORS

RIA

CRD#: 316378

MONTROSE, CO

Past

April 5, 2022 - June 7, 2024

WEALTHSOURCE®

RIA

CRD#: 282202

MONTROSE, CO

Past

September 14, 2015 - November 2, 2018

ELDERADO FINANCIAL, INC

RIA

CRD#: 112908

MONTROSE, CO

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

Colorado
(5/15/2024)

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: 9/14/2015

Uniform Investment Adviser Law Examination

Current Firm

CANYON CREEK INVESTMENT ADVISORS

CANYON CREEK INVESTMENT ADVISORS | CANYON CREEK INVESTMENT ADVISORS, LTD.

CRD#: 316378 / SEC#:

Colorado

Registered Investment Advisory firm - (12/10/2021 Approved)

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Contact information

Main Address

Fruita, CO

Mailing Address

P.o. Box 402, Fruita, CO 81521

Phone number

(970) 442-3289

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	92
AUM (Assets Under Management)	$ 41,588,469

Red Flags

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

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Lisa M. Isaacson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Isaacson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANYON CREEK INVESTMENT ADVISORS

WEALTHSOURCE®

ELDERADO FINANCIAL, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2015

Current Firm

CANYON CREEK INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CANYON CREEK INVESTMENT ADVISORS

TRUST BUT VERIFY

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