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Lisa R
CFP®, Series 63, Series 65
Ellensburg, WA
OSAIC
Lisa Rohrbaugh is a CFP® professional with over 31 years of industry experience. She is currently affiliated with OSAIC and Rampart Wealth Strategies, where she also serves as owner and manager. Her previous experience includes a lengthy tenure at Waddell & Reed, Inc. Outside of her advisory roles, she manages Ellar LLC, a pass-through entity used for tax purposes. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.
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