Best Investors Account Sign in
Inactive

Andrew John-Garrett Mitchell

Fiduciary Financial Advisors

Grand Rapids, MI

Claim This Profile
Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • 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
Nylife Securities Llc Grand Rapids MI 12/2015 12/2018
New York Life Grand Rapids MI 07/2015 12/2018
Action Point Financial Planning Grand Rapids MI 01/2019 Present
  • 12/2015 → 12/2018
    Nylife Securities Llc
    Grand Rapids, MI
  • 07/2015 → 12/2018
    New York Life
    Grand Rapids, MI
  • 01/2019 → Present
    Action Point Financial Planning
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-22
S63 Uniform Securities Agent State Law Examination 2016-12-12
  • S65 Uniform Investment Adviser Law Examination
    2019-01-22
  • S63 Uniform Securities Agent State Law Examination
    2016-12-12

View on SEC IAPD

Other Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
STRATEGIC NAVIGATORS PRIVATE WEALTH
ADVISOR 123 LLC
ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor