Mitchell Guralski (CRD# 7129071) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Mitchell Guralski has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5926523
Copper Financial
CRD# 1398029
Ameriprise Financial Services, LLC
CRD# 5308493
Mn Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Creative Planning, LLC | Wausau, WI | Oct 2022 - Current | 2 |
Wipfli Financial Advisors, LLC | Wausau, WI | Oct 2021 - Sep 2022 | < 1 |
Wipfli Financial Advisors, LLC | Wausau, WI | May 2019 - Oct 2021 | 2 |
Wipfli Financial Advisors, LLC | Madison, WI | May 2018 - May 2019 | 1 |
University Of Wisconsin - Madison | Madison, WI | Aug 2017 - May 2019 | 1 |
University Of Wisconsin - Madison - School Of Human Ecology | Madison, WI | Aug 2017 - May 2019 | 1 |
University Of Wisconsin - Madison | Madison, WI | Sep 2015 - May 2019 | 3 |
Maple Ridge Dairy Business | Stratford, WI | Jun 2015 - Aug 2017 | 2 |
University Of Wisconsin - Madison - School Of Medicine | Madison, WI | Oct 2015 - Feb 2017 | 1 |
Gordon's Dining Hall | Madison, WI | Aug 2015 - Sep 2015 | < 1 |
Stratford School District | Stratford, WI | Sep 2003 - May 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- WI
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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