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Lisa D Mitchell

Strategic Advisers LLC

Edina, MN

Shakopee, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Shakopee, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Brookfield WI 12/2020 Present
Verizon Wireless Oak Creek WI 01/2019 12/2020
Verizon Wireless Moline IL 11/2014 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Brookfield, WI
  • 01/2019 → 12/2020
    Verizon Wireless
    Oak Creek, WI
  • 11/2014 → 01/2019
    Verizon Wireless
    Moline, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
    Shakopee, MN
Other Businesses

OBA-123745|OrgNmn:Airbnb income|Org Addr:Shakopee,Minnesota,US|OBA Nature:Renting a room through Airbnb |Invst Rel:Y|Title:no title, rental income.|Duties:Prepare room/linens for guest and clean space after a guest.|StrtDt:08-01-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-10
  • S66 Uniform Combined State Law Examination
    2021-05-10
Designations
Other Names
  • Lisa Danielle Mitchell
  • Lisa D Mitchell

View on SEC IAPD

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O'BRIEN-STALEY PARTNERS

Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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