Mitchell Czuk, financial advisor Federal Way WA
96 score

Mitchell Czuk

CRD Number: 4430080
Current Firm: H.d. Vest Advisory Services, Inc.

Mitchell Czuk (CRD# 4430080) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Federal Way, WA and has over 15 years of experience in the finance industry. Mitchell Czuk 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.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Federal Way, WA Jan 2007 - Current 9
H.d. Vest Investment Services Federal Way, WA Oct 2003 - Current 13
Mitchell Czuk Tacoma, WA Apr 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
Contact Info for Mitchell F. Czuk
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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