Inactive

Mitchell James Doman

Haynie Wealth Management LLC

Salt Lake City, UT

Salt Lake City, UT

CRD 7527915

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Employer firm

Haynie Wealth Management LLC CRD 305852

$107M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Haynie Wealth Management Llc

1785 West 2320 South, Salt Lake City, UT 84119 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-06-04
CA	RA	APPROVED	2024-02-20
TX	RA	APPROVED	2023-04-12
UT	RA	APPROVED	2022-03-25

CO RA
APPROVED

Since 2024-06-04
CA RA
APPROVED

Since 2024-02-20
TX RA
APPROVED

Since 2023-04-12
UT RA
APPROVED

Since 2022-03-25

Branch Locations

1785 West 2320 South, Salt Lake City, UT 84119 • United States

1785 West 2300 South, Salt Lake City, UT 84119 • 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

Organization	City	State	From	To
Haynie Wealth Management Llc	Austin	TX	03/2021	Present
Haynie & Company	Salt Lake City	UT	09/2019	03/2021
Southern Utah University	Cedar City	UT	09/2015	11/2019

03/2021 → Present

Haynie Wealth Management Llc

Austin, TX
09/2019 → 03/2021

Haynie & Company

Salt Lake City, UT
09/2015 → 11/2019

Southern Utah University

Cedar City, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-05

S65 Uniform Investment Adviser Law Examination

2021-01-05

Designations

Certified Financial Planner

View on SEC IAPD

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