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Myrna Lou Mitchell

Myrna Mitchell, Mba, Cfp

Rapid City, SD

CRD 2492645

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Employer firm

Myrna Mitchell, Mba, Cfp CRD 118531

$18.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Myrna Mitchell, Mba, Cfp

Rapid City, SD • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2004-03-02
  • SD RA
    APPROVED
    Since 2004-03-02

Branch Locations

Rapid City, SD • 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
Consultative Services, Inc. Dba Myrna Mitchell, Mba, Cfp Rapid City SD 08/1994 Present
  • 08/1994 → Present
    Consultative Services, Inc. Dba Myrna Mitchell, Mba, Cfp
    Rapid City, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-05
  • S65 Uniform Investment Adviser Law Examination
    1994-05-05
Designations
  • Certified Financial Planner
Other Names
  • Myrna Mitchell

View on SEC IAPD

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