Robert Mitchell, financial advisor Lincolnshire IL

Robert Mitchell

CRD Number: 1708172
Current Firm: Dukes Lane Investments LLC

Robert Mitchell (CRD# 1708172) is an Investment Advisor Representative working at Dukes Lane Investments LLC in Lincolnshire, IL and has over 34 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Lincolnshire IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Lincolnshire IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Lincolnshire IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Dukes Lane Investments LLC Lincolnshire, IL May 2019 - Current 2
Unemployed Lincolnshire, IL Jan 2019 - May 2019 < 1
Bny Mellon Chicago, IL Dec 2013 - Dec 2018 5
Northern Trust Company Chicago, IL Feb 1988 - Nov 2013 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
Contact Info for Robert G. Mitchell
Phone Number: 312-497-9204
Registered State(s):
  • IL
Current Firm Details
Dukes Lane Investments LLC
Firm's CRD Number: 302086
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $3,997,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.