Laura A Mitten
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Citizens Securities, Inc.Mar 2026 to now
- Thrivent Investment Management IncAug 2024 to now
- Thrivent FinancialAug 2024 to Mar 2026
- Unemployed-homemakerDec 2023 to Aug 2024
- Raymond James & Associates, Inc.Apr 2017 to Dec 2023
- Charles Schwab Co., & Inc.Jul 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, MI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 6264179
- Firm CRD
- 39550