Daniel William Mitchell

Current Employers

Employment History

• 08/2006 → Present
  Noble Public Schools
  Noble, OK
• 01/2010 → 06/2018
  Investment Counseling Services
  Norman, OK
• 05/2018 → Present
  D.M. Wealth Management, Inc.
  Norman, OK

Previous Registrations

• 2010-09-21 → 2018-10-02
  Investment Counseling Services, Inc.
  Norman, OK
  Norman, OK
• 2010-02-09 → 2010-10-28
  Cambridge Investment Research Advisors, Inc.
  Norman, OK
• 2006-12-20 → 2010-02-12
  Invest Financial Corporation
  Norman, OK
• 2008-07-08 → 2009-12-22
  Financial Counseling Services, Llc
  Norman, OK
• 2003-06-27 → 2006-12-13
  Cetera Investment Advisers Llc
  Norman, OK
• 2001-07-25 → 2003-06-17
  National Planning Corporation
  Norman, OK

Other Businesses

1)ARDENT GROUP INC, 219 W Boyd Ste 205 Norman, OK 73069, PRESIDENT, MONITOR EXPENSES & SALARY, 10 HRS PER MONTH. 10 HRS PER MONTH DURING TRADING, NON INVEST RELATED, START 10/12/06; 2)NOBLE PUBLIC SCHOOL, 4601 E. ETOWAH RD, NOBLE, OK 73068, TEACHER, 30 HOURS PER MONTH, 30 HOURS DURING TRADING HRS, NON-INVESTMENT RELATED, START 8/1998 2) Daniel William Mitchell is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. D.M. Wealth Management, Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of D.M. Wealth Management, Inc. in their capacity as a licensed insurance agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-08
• S63 Uniform Securities Agent State Law Examination
  1992-10-23

Other Names

• Dan Mitchell
• Danny Mitchell
• Daniel William Mitchell