Mitchell GuralskiCRD Number: 7129071
Current Firm: Creative Planning
Mitchell Guralski (CRD# 7129071) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry. Mitchell Guralski 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning, LLC||Wausau, WI||Oct 2022 - Current||< 1|
|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|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- 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 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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