All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for BETTERMENT LLC · Investment adviser

Filing 1st Quarter - Report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Income

$40,000.00

What the client paid this registrant for the period.

Client based in

New York

Official filing document

Lobbyists on this filing 3

KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
SCOTT SHEWCRAFT

Previously held: Chief of Staff, Rep. Bill Foster
REBECCA ALCORN

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 4

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 2

Financial Institutions/Investments/Securities

Issues related to financial services and retirement savings

Retirement

Issues related to financial services and retirement savings

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.