Best Investors Account Sign in

Mitchell Paul Pierson

LPl Financial LLC

Little Canada, MN

Little Canada, MN

San Diego, CA

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-08
MN RA APPROVED 2025-05-07
  • TX RA
    APPROVED_RES
    Since 2025-05-08
  • MN RA
    APPROVED
    Since 2025-05-07

Branch Locations

2880 Middle St Suite 200, Little Canada, MN 55117 • United States

2880 Middle St Suite 203, Little Canada, MN 55117 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Ecumen Shoreview MN 07/2012 02/2018
Financial Dimensions Group, Inc. Arden Hills MN 02/2018 11/2024
Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. Little Canada MN 08/2018 05/2025
Lpl Financial Llc Little Canada MN 05/2025 Present
  • 07/2012 → 02/2018
    Ecumen
    Shoreview, MN
  • 02/2018 → 11/2024
    Financial Dimensions Group, Inc.
    Arden Hills, MN
  • 08/2018 → 05/2025
    Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
    Little Canada, MN
  • 05/2025 → Present
    Lpl Financial Llc
    Little Canada, MN
Previous Registrations
  • 2018-12-18 → 2025-05-09
    Osaic Wealth, Inc.
    Little Canada, MN
  • 2019-03-13 → 2024-11-01
    Financial Dimensions Group, Inc.
    Little Canada, MN
Other Businesses

1)04/03/2025 - VP Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
  • S66 Uniform Combined State Law Examination
    2018-12-17

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
GREATER MIDWEST FINANCIAL GROUP, LLC
GUIDE FINANCIAL PLANNING
OSAIC WEALTH, INC.
EDWARD JONES
PITZL FINANCIAL

Other Investors

TIMOTHY JAMES VALENTO
NICHOLAS PIERSON VALENTO
TIM JEFFREY WALSTROM
RORY ALBERIC CARDINAL
ZACHARY TURCOTTE
JEFFREY TERRY BERGERSON
JACOB MICHAEL KOGLER
Donald Rolland Schroeder

Other Offices

LPL FINANCIAL LLC · Little Canada, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Little Canada, MN
EQUITABLE ADVISORS, LLC · LITTLE CANADA, MN
CETERA INVESTMENT ADVISERS LLC · ST PAUL, MN
GREATER MIDWEST FINANCIAL GROUP, LLC · SAINT PAUL, MN
CETERA INVESTMENT ADVISERS LLC · SAINT PAUL, MN
GUIDE FINANCIAL PLANNING · SHOREVIEW, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Roseville, MN

More in Little Canada, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor