Tannen Mitchell-Briggs (CRD# 5648516) is an Investment Advisor Representative working at Myrna Mitchell, Mba, Cfp in Rapid City, SD and has over 14 years of experience in the finance industry. Tannen Mitchell-Briggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consultative Services Inc Dba Myrna Mitchell, Mba, Cfp | Denver, CO | Dec 2013 - Current | 10 |
| Qep Resources | Denver, CO | Sep 2015 - Mar 2019 | 3 |
| Noble Energy, Inc. | Denver, CO | Jun 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2009 |
- CO
- SD
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$992,318
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, SD
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