John Mitchell, financial advisor Rapid City SD

John Mitchell

CRD Number: 4253013
Current Firm: Avantax Planning Partners, Inc.

John Mitchell (CRD# 4253013) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has over 20 years of experience in the finance industry. John Mitchell 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
Avantax Investment Services, Inc. Rapid City, SD Sep 2020 - Current < 1
Cp Financials LLP Rapid City, SD Jan 2001 - Current 20
Honkamp Krueger Financial Services Inc. Rapid City, SD Jul 2000 - Current 20
Casey Peterson & Assoc. Rapid City, SD Dec 1983 - Current 37
Proequities, Inc. Rapid City, SD Aug 2000 - Sep 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for John M. Mitchell
Phone Number: 563-582-2855
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    4,052
    MILLIONS
  • Total Number of Accounts
    9,971
    ACCOUNTS
  • Average Account Value
    $406,417
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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