Lisa Marie Blevens
Investment adviser representative at Osaic Institutions, Inc.
14 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Institutions, Inc.May 2019 to now
- Infinex Investments, Inc.May 2019 to now
- Richfield Bloomington Credit UnionMay 2019 to now
- TD AmeritradeMar 2017 to May 2019
- Cuna Brokerage Services, Inc.Feb 2012 to Feb 2017
- Posta (ideal) Credit UnionFeb 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3169134
- Firm CRD
- 35371