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Kristi Lynne Mitchem

BMO ASSET MANAGEMENT CORP.·CHICAGO, Illinois
SIE, Series 3, Series 7, Series 9, Series 10, Series 30, Series 63Clean recordBMO ASSET MANAGEMENT CORP.
115 SOUTH LASALLE STREET, CHICAGO, IL 60603CRD# 2931323Firm CRD# 106466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristi Lynne Mitchem · CHICAGO, IL
Registration
CRD #2931323 · BMO ASSET MANAGEMENT CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 30
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BMO ASSET MANAGEMENT CORP.
CRD 106466 · SEC 801-35533
AUM
$4.2B
Regulatory assets under management
Employees
5
15 client accounts
Services offered by BMO ASSET MANAGEMENT CORP.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BMO ASSET MANAGEMENT CORP. →
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Frequently Asked Questions

What services does Kristi Lynne Mitchem offer?
Kristi Lynne Mitchem specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kristi Lynne Mitchem's credentials?
Kristi Lynne Mitchem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Lynne Mitchem located?
Kristi Lynne Mitchem is based in CHICAGO, Illinois, working with BMO ASSET MANAGEMENT CORP.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kristi Lynne Mitchem charge for services?
Kristi Lynne Mitchem's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BMO ASSET MANAGEMENT CORP.?
BMO ASSET MANAGEMENT CORP. has approximately 5 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BMO ASSET MANAGEMENT CORP.

Mark Andrew Gregory
CHICAGO, IL
Dean Allan Folias
CHICAGO, IL
Craig Anthony Rawlins
CHICAGO, IL
Michael Arthur Miranda
CHICAGO, IL
Steven Jeffrey Arquilla
CHICAGO, IL
CFA

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Research
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