Lisa Marie Blevens

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 02/2012 → 02/2017
  Posta (Ideal) Credit Union
  North St Paul, MN
• 02/2012 → 02/2017
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2017 → 05/2019
  Td Ameritrade
  St Paul, MN
• 05/2019 → Present
  Infinex Investments, Inc.
  Meriden, CT
• 05/2019 → Present
  Richfield Bloomington Credit Union
  Richfield, MN

Previous Registrations

• 2017-03-16 → 2019-05-03
  Td Ameritrade, Inc.
  St. Paul, MN
• 2017-03-16 → 2019-05-03
  Td Ameritrade Investment Management, Llc
  Saint Paul, MN
• 2012-02-17 → 2017-02-09
  Cuna Brokerage Services, Inc.
  N St. Paul, MN
  Woodbury, MN
• 2009-07-27 → 2011-05-17
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  St. Paul, MN
• 2008-06-02 → 2009-06-18
  U.S. Bancorp Investments, Inc.
  Burnsville, MN
  Richfield, MN
  Burnsville, MN
  Prior Lake, MN
  Burnsville, MN

Exams

• S66 Uniform Combined State Law Examination
  2008-04-09
• S63 Uniform Securities Agent State Law Examination
  2002-11-27

Other Names

• Lisa Marie Peterson
• Lisa Marie Peterson