Marvin Mitchell, financial advisor Saint Louis MO
93 score

Marvin Mitchell

CRD Number: 5324636
Current Firm: Compass Retirement Group LLC

Marvin Mitchell (CRD# 5324636) is an Investment Advisor Representative working at Compass Retirement Group LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.

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Visionary Wealth Advisors, LLC
Company Name Location Dates Years
Compass Retirement Group LLC St. Louis, MO Nov 2015 - Current < 1
Compass Retirement Solutions LLC St. Louis, MO Jun 2013 - Current 3
Ohio National Financial Services Cincinnati, OH May 2013 - Dec 2015 2
The On Equity Sales Company Cincinnati, OH May 2013 - Dec 2015 2
Lpl Financial St. Peters, MO Jan 2012 - Jun 2013 1
Cornerstone Wealth Management Des Peres, MO Aug 2012 - May 2013 < 1
Edward Jones St. Louis, MO Apr 2007 - Dec 2011 4
Lowes Home Improvement St. Louis, MO Sep 2002 - Apr 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Marvin L. Mitchell
Phone Number: 314-599-0366
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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