Lisa Blevens, financial advisor Bloomington MN

Lisa Blevens

CRD Number: 3169134
Current Firm: Osaic Institutions, Inc.

Lisa Blevens (CRD# 3169134) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bloomington, MN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Richfield Bloomington Credit Union Richfield, MN May 2019 - Current 4
Infinex Investments, Inc. Meriden, CT May 2019 - Current 4
Td Ameritrade St Paul, MN Mar 2017 - May 2019 2
Posta (ideal) Credit Union North St Paul, MN Feb 2012 - Feb 2017 5
Cuna Brokerage Services, Inc. Waverly, IA Feb 2012 - Feb 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Lisa M. Blevens
Phone Number: 203-599-6000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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