Mitchell Lee Cook

Employer firm

Accel Wealth Management CRD 286201

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 06/2017
  Proequities Inc
  Urbandale, IA
• 06/2013 → 06/2017
  Hkfs
  Urbandale, IA
• 05/2017 → 11/2018
  Unified Trust Company, N.A.
  Lexington, KY
• 04/2019 → 11/2019
  Ohio National Financial Services
  Cincinnati, OH
• 05/2019 → 11/2019
  The O.N. Equity Sales Company
  Cincinnati, OH
• 12/2018 → 04/2019
  Unemployed
  Cedar Rapids, IA
• 11/2019 → Present
  Accel Wealth Management Llc
  Cedar Rapids, IA

Previous Registrations

• 2019-05-10 → 2019-12-10
  On Investment Management Co
  Cedar Rapids, IA
• 2013-06-28 → 2017-05-18
  Avantax Planning Partners, Inc.
  Des Moines, IA
  Des Moines, IA
• 2010-08-02 → 2013-06-11
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA

Other Businesses

I will be educating, consulting, and selling insurance & annuity products to various clients based on their personal and house hold needs. I will conduct follow-up meetings to make sure their goals & objectives are being met with the current product & services.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-23
• S63 Uniform Securities Agent State Law Examination
  2007-10-25

Other Names

• Mitch Lee Cook