Mitchell Marenus, financial advisor Gilbert AZ

Mitchell Marenus

CRD Number: 2563480
Current Firm: Transition Financial Advisors Group, Inc.

Mitchell Marenus (CRD# 2563480) is an Investment Advisor Representative working at Transition Financial Advisors Group, Inc. in Gilbert, AZ and has over 26 years of experience in the finance industry. Mitchell Marenus 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.

Similar Advisors
David Schiller, financial advisor Gilbert AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Gilbert AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Similar Advisors
Jerry Abbitt, financial advisor Gilbert AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Transition Financial Advisors Group, Inc. Miami, FL May 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
Contact Info for Mitchell E. Marenus
Phone Number: (480) 722-9414
Registered State(s):
  • AZ
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $344,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, NH, TX

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 derived from SEC.gov data covering 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.

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.