Andrew James Mitchell

Current Employers

Employment History

• 06/2020 → 06/2024
  Td Ameritrade, Inc.
  Barrington, IL
• 01/2020 → 04/2020
  Wipfli
  Palatine, IL
• 05/2019 → 08/2019
  Puro Clean
  Crystal Lake, IL
• 11/2016 → 10/2022
  Us Army Reserves
  Bloomington, IN
• 06/2016 → 11/2016
  Potbelly
  S Barrington, IL
• 05/2016 → 08/2019
  Dominos
  Hoffmanestates, IL
• 01/2023 → 07/2025
  Charles Schwab & Co., Inc.
  Barrington, IL
• 05/2023 → 07/2025
  Charles Schwab Bank, Ssb
  Barrington, IL
• 07/2025 → Present
  Crystal Lake Tax And Financial
  Crystal Lake, IL
• 08/2025 → Present
  Sound Income Strategies
  Fort Lauderdale, FL
• 08/2019 → 01/2020
  University Of Kentucky
  Lexington, KY

Previous Registrations

• 2023-07-13 → 2025-08-22
  Charles Schwab & Co., Inc.
  Schaumburg, IL
  Chicago, IL
  Schaumburg, IL
  Chicago, IL
  Chicago, IL
  South Barrington, IL

Other Businesses

1. Crystal Lake Tax and Finance, LLC - Fixed Insurance Sales - 07/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014. This will encompass approximately 10% of business hours. 2. Crystal Lake Tax and Finance, LL - Financial Advisor - 07/2025 - present - Investment Related- Servicing of clients for investment advisory services - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014. This will encompass approximately 90% of business hours. 3. Retirement Income Source, LLC DBA - 07/2025 - present - Investment Related - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-12
• S63 Uniform Securities Agent State Law Examination
  2020-10-13

Other Names

• Aj Mitchell