Lyle Mitchell, financial advisor Columbia Falls MT
96 score

Lyle Mitchell

CRD Number: 3046317
Current Firm: State Farm Investment Management Corp.

Lyle Mitchell (CRD# 3046317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia Falls, MT and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Columbia Falls, MT Apr 2010 - Current 8
State Farm Vp Management Corp. Columbia Falls, MT Feb 1998 - Current 20
Lyle Mitchell Insurance Agency Columbia Falls, MT Jun 1995 - Current 22
State Farm Investment Management Corp Columbia Falls, MT Nov 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Lyle E. Mitchell
Phone Number: 800-447-0740
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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