Kent Douglas Mitchell

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Amarillo, TX

Previous Registrations

• 2010-07-01 → 2011-12-31
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  St. Louis, MO
  Wichita, KS
• 2008-01-01 → 2009-09-22
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Houston, TX
• 2002-10-07 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Dallas, TX
  St. Louis, MO
  Houston, TX

Other Businesses

MITCHELL WEALTH MANAGEMENT; INVESTMENT RELATED; AMARILLO,TX; 100% OWNERSHIP; START DATE 09/01/2017; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 130; OWNER OF FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-07

Designations

• Certified Financial Planner