Advisor at Bolthouse Investment Management Services
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Firm
Bolthouse Investment Management Services
Location
Walton, KS
Credentials
Series 63, Series 65
Industry experience
6 years
Lisa Kemph is a financial advisor with Bolthouse Investment Management Services, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Bolthouse since 2024 and previously held positions at Hillsboro Industries, Asbury Nursing Home, AZ Advisory, and Flint Hills Resources. Outside of her advisory role, Kemph is co-owner of Kemph Repair LLC, a car repair business in Newton, KS. Bolthouse Investment Management Services provides discretionary investment management, financial consulting, and bill-pay services to a diverse client base, including individuals, trusts, retirement plans, and institutional clients. The firm manages proprietary private pooled partnerships and constructs diversified portfolios tailored to client objectives, emphasizing long-term holdings with periodic rebalancing and the use of third-party active managers.
Based on Bolthouse Investment Management Services
Based on Bolthouse Investment Management Services
$0 - $5,000,000: 0.50% per annum $5,000,001 - $20,000,000: 0.40% per annum $20,000,001+: 0.35% per annum
Consulting services at hourly rates negotiated at the time of engagement; rates vary depending on client circumstances.
Account minimum: $500,000 Fee-only: Investment management fees charged as a percentage of assets under management according to tiered schedule; consulting services offered at negotiated hourly rates.
Walton, KS
Kansas
Bolthouse Investment Management Services
2024 - Present (2 years)
Hillsboro Industries
2019 - 2024 (5 years)
Asbury Nursing Home
2018 - 2019 (1 year)
Homemaking
2018 - 2018 (1 year)
AZ Advisory
2017 - 2018 (1 year)
Flint Hills Resources
2014 - 2017 (3 years)
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