Unclaimed Profile

Lisa E Ottomanelli

CPC MANAGEMENT, LLC·KANSAS CITY, Missouri

Clean recordCPC MANAGEMENT, LLC

1511 BALTIMORE AVENUE, KANSAS CITY, MO 64108CRD# 8004352Firm CRD# 313413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa E Ottomanelli · KANSAS CITY, MO

Registration

CRD #8004352 · CPC MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa E Ottomanelli is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with CPC MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CPC MANAGEMENT, LLC

AUM

$454M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CPC MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 8004352

Firm CRD# 313413

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Frequently Asked Questions

What services does Lisa E Ottomanelli offer?

Lisa E Ottomanelli specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Lisa E Ottomanelli's credentials?

Lisa E Ottomanelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa E Ottomanelli located?

Lisa E Ottomanelli is based in KANSAS CITY, Missouri, working with CPC MANAGEMENT, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Lisa E Ottomanelli charge for services?

Lisa E Ottomanelli's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPC MANAGEMENT, LLC?

CPC MANAGEMENT, LLC has approximately 22 employees and manages $454M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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