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Lisa Schneider Young

Lisa S. Young

Rosemount, MN
Some features on this profile are disabled
CRD#: 6438481
Lisa Schneider Young
Lisa Schneider Young

Professional summary

Lisa Schneider Young, who also goes by Lisa Michelle Cridlebaugh, Lisa M Schneider, Lisa Michelle Schneider, was a registered financial advisor .

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lisa had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Risk Management & Insurance

Aliases

Lisa Michelle Cridlebaugh | Lisa M Schneider | Lisa Michelle Schneider

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent Insurance Brokering; Genworth Life Insurance Company; 10/04/2016; / John Hancock Life Insurance Company; 10/04/2016; / Mutual of Omaha; 10/04/2016; . Outside Employment; RPWM Partners LLC; AFA / Insurance Specialist - The Insuranc Specialist for Rise Private Wealth Management.; ; 262 S. River Road, , Bedford, NH, 3110; Investment-Related; 12/07/2022; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2026 - Present

Rosemount, MN
Past

September 6, 2022 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Rosemount, MN
Past

January 7, 2021 - September 25, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH
Past

December 17, 2018 - January 4, 2021

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
MINNEAPOLIS, MN
Past

October 8, 2015 - December 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

April 29, 2015 - December 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 7/23/2022
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 4/29/2015
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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