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Mitchell Joseph Oldewurtel

Private Client Services, LLC

Appleton, WI

Boise, ID

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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-12-05
AZ RA APPROVED 2023-09-22
  • ID RA
    APPROVED
    Since 2024-12-05
  • AZ RA
    APPROVED
    Since 2023-09-22

Branch Locations

4351 West College Ave Suite 420, Appleton, WI 54914 • United States

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Surprise AZ 10/2012 11/2018
Jp Morgan Chase Bank, Na Surprise AZ 06/2012 11/2018
Raymond James & Associates, Inc Scottsdale AZ 11/2018 02/2021
M.S. Howells Scottsdale AZ 02/2021 09/2023
Msh Capital Advisors Llc Dba Silverleaf Wealth Advisory Scottsdale AZ 02/2021 09/2023
Private Client Services Boise ID 09/2023 Present
  • 10/2012 → 11/2018
    J.P. Morgan Securities Llc
    Surprise, AZ
  • 06/2012 → 11/2018
    Jp Morgan Chase Bank, Na
    Surprise, AZ
  • 11/2018 → 02/2021
    Raymond James & Associates, Inc
    Scottsdale, AZ
  • 02/2021 → 09/2023
    M.S. Howells
    Scottsdale, AZ
  • 02/2021 → 09/2023
    Msh Capital Advisors Llc Dba Silverleaf Wealth Advisory
    Scottsdale, AZ
  • 09/2023 → Present
    Private Client Services
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-13
S63 Uniform Securities Agent State Law Examination 1999-11-19
  • S66 Uniform Combined State Law Examination
    2007-02-13
  • S63 Uniform Securities Agent State Law Examination
    1999-11-19
Other Names
  • Mitch Oldewurtel
  • Mitchell Joesph Oldewurtel

View on SEC IAPD

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Other Offices

MORGAN STANLEY · APPLETON, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI
NORTHROCK PARTNERS, LLC · Appleton, WI

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