Lisa D Mitchell
Advisor at Fidelity — Edina, MN France Ave South
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
5 years
Location
Edina, MN 55435-5847
Fidelity
Institution
Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals.
Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management.
Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.
Based on Fidelity
Edina, MN France Ave South
7740 France Ave South
Edina MN 55435-5847
Advisors at this office
49
Minnesota · Texas · Wisconsin
5 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2020 - Present • 6 years
Brookfield, WI
Verizon Wireless
2019 - 2020 • 1 year
Oak Creek, WI
Verizon Wireless
2014 - 2019 • 5 years
Moline, IL
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Bank
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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