Lisa Marie Blevens
Investment Adviser Representative at Osaic Institutions, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lisa Marie Blevens is an investment adviser representative with Osaic Institutions, Inc. in Bloomington, MN, where they have been registered since 2019. They have worked in the securities industry since 2000 and have been registered with 6 firms, including TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
5 states and territories
Arizona, Florida, Minnesota, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Posta (Ideal) Credit UnionFeb 2012 – Feb 2017North ST PAUL, MN
- CUNA Brokerage Services, Inc.Feb 2012 – Feb 2017Waverly, IA
- TD AmeritradeMar 2017 – May 2019St Paul, MN
- Infinex Investments, Inc.May 2019 – no end date reportedMeriden, CT
- Richfield Bloomington Credit UnionMay 2019 – no end date reportedRichfield, MN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Institutions, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services (fee-based portfolios, investment team support, case design), equity and fixed income trading, life/long-term care/disability insurance, trust services, training, lead generation, marketing support, and recruiting.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 550
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Meriden, CT
- SEC file number:
- 801-67242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 18, 2026
View full firm profileOther advisors at Osaic Institutions, Inc.
Showing 12 of 550 in the directory
Similar advisors in Bloomington, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lisa Marie Blevens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched