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Mitchell Eugene Schommer

Beacon Pointe Advisors, LLC

Lake Elmo, MN

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-10-24
  • MN RA
    APPROVED
    Since 2024-10-24

Branch Locations

8665 Hudson Blvd N, Lake Elmo, MN 55042 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Churchill Marketing & Storage Prescott WI 09/2019 04/2021
City Of Prescott Prescott WI 05/2019 09/2022
Papa Tronnoio's Prescott WI 10/2021 12/2022
Landmark Wealth Management Group Lake Elmo MN 08/2023 10/2024
Beacon Pointe Advisors Lake Elmo MN 10/2024 Present
Prescott High School Prescott WI 09/2015 06/2019
Unemployed Prescott WI 01/2023 08/2023
  • 09/2019 → 04/2021
    Churchill Marketing & Storage
    Prescott, WI
  • 05/2019 → 09/2022
    City Of Prescott
    Prescott, WI
  • 10/2021 → 12/2022
    Papa Tronnoio's
    Prescott, WI
  • 08/2023 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 10/2024 → Present
    Beacon Pointe Advisors
    Lake Elmo, MN
  • 09/2015 → 06/2019
    Prescott High School
    Prescott, WI
  • 01/2023 → 08/2023
    Unemployed
    Prescott, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-09-12

View on SEC IAPD

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WILLY FRED ZIMMERMAN
CHRISTINE DIANE PAWLENTY
MATTHEW WALTER DOBBINS
MICHAEL PATRICK CONLON
RYAN P SCOTT
Casey Kenneth Leanna

Other Offices

SCM INVESTMENT SERVICES · LAKE ELMO, MN
LPL FINANCIAL LLC · LAKE ELMO, MN
PRINCIPAL SECURITIES, INC. · LAKE ELMO, MN
AMERIPRISE FINANCIAL SERVICES, LLC · LAKE ELMO, MN
FRANCIS LLC · Lake Elmo, MN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKE ELMO, MN
THRIVENT INVESTMENT MANAGEMENT INC. · Lake Elmo, MN
LPL FINANCIAL LLC · LAKE ELMO, MN

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