Allison Nicole Mitchell

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 09/2021
  Lincoln Investment
  Fort Washington, PA
• 08/2017 → 05/2020
  University Of Missouri
  Columbia, MO
• 08/2011 → 05/2017
  Westminster Christian Academy
  Town & Country, MO
• 05/2018 → 08/2018
  Missouri Cooperative Fish & Wildlife Research Unit
  Columbia, MO
• 05/2019 → 07/2019
  Cub Creek Science Camp
  Rolla, MO
• 07/2019 → 03/2020
  Pickleman's Gourment Cafe
  Columbia, MO
• 07/2020 → 09/2021
  Alliance Credit Union
  Hazelwood, MO
• 09/2021 → 03/2023
  Fidelity Brokerage Services
  Salt Lake City, UT
• 05/2023 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2021-11-22 → 2023-03-20
  Fidelity Personal And Workplace Advisors
  O'FAllon, MO
• 2021-01-22 → 2021-09-13
  Lincoln Investment
  Farmington Hills, MI
  Hazelwood, MO

Other Businesses

Carl Thoenen Position: sales assistant Nature: financial services Investment Related: Yes Hours: 40 Securities Trading Hours: 30 Start Date: 5/5/2023 Address: 6250 Howdershell Road Hazelwood, MO 63042 Description: follow-ups, creative thinking/brainstorming, service projects Golden Hour Garden LLC Position: Sole owner/member/operator Nature: Cut flower gardening and sales Investment Related: No Hours: 12 Securities Trading Hours: 0 Start Date: 2/11/2026 Address: 33 Wistar Way O Fallon, MO 63366 Description: Growing and cutting flowers; bundling bouquets; selling in person at The Saint Charles Market at 370 Lakeside once monthly and selling wholesale to Kirkwood Farmer's Market three times monthly.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-18

Other Names

• Allison Nicole Thoenen
• Allison Mitchell
• Allison Nicole Mitchell