Mark Mitchell, financial advisor South Lyon MI

Mark Mitchell

CRD Number: 1472371
Current Firm: Retirement Plan Advisors, LLC

Mark Mitchell (CRD# 1472371) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in South Lyon, MI and has over 34 years of experience in the finance industry. Mark 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
Retirement Plan Advisors, LLC Chicago, IL May 2010 - Current 10
Cambridge Investment Research Fairfield, IA Mar 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Mark R. Mitchell
Phone Number: 312-701-1100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    723
    MILLIONS
  • Total Number of Accounts
    7,210
    ACCOUNTS
  • Average Account Value
    $100,338
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI

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