Lana Ibrahimi
Advisor at Merrill — Olathe, KS W 119th St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Olathe, KS 66062
Merrill
Institution
Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Olathe, KS W 119th St
15025 W 119th St
Olathe KS 66062
Advisors at this office
1
Kansas · Missouri · Texas
4 years of industry experience
Bank of America, N.A.
2023 - Present • 3 years
Kansas City, MO
Merrill
2022 - Present • 4 years
Kansas City, MO
Welmington University
2022 - Present • 4 years
New Castle, DE
J.P. Morgan Securities LLC
2021 - 2022 • 1 year
Fairway, KS
JPMorgan Chase Bank, N.A.
2021 - 2022 • 1 year
Fairway, KS
BMO Financial Group
2021 - 2021 • 1 year
Shawnee, KS
University of Jordan
2016 - 2017 • 1 year
Amman
Reyada International School
2016 - 2021 • 5 years
Amman
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")