Ian Mitz, financial advisor Pasco WA

Ian Mitz

CRD Number: 4484452
Current Firm: Mitz Wealth Management, LLC

Ian Mitz (CRD# 4484452) is an Investment Advisor Representative working at Mitz Wealth Management, LLC in Pasco, WA and has over 21 years of experience in the finance industry. Ian Mitz 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
Mitz Wealth Management, LLC Pasco, WA May 2016 - Current 7
Northwestern Mutual Investment Services, LLC Kennewick, WA May 2002 - Feb 2019 16
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2001 - Feb 2019 17
Northwestern Mutual Investment Services, LLC Kennewick, WA Feb 2008 - Sep 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Ian G. Mitz
Phone Number: (509) 521-1990
Firm Website: https://www.mitzwm.com
Registered State(s):
  • WA
Current Firm Details
Mitz Wealth Management, LLC
Firm's CRD Number: 300052
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $125,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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