Robert Craig Mitchell

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

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

Current Employers

Employment History

• 01/1990 → Present
  Self Employed
  Lake Forest, CA
• 04/2008 → Present
  Mitchell Financial Solutions
  Tustin, CA
• 09/2014 → 04/2017
  Voya Financial Advisors
  Santa Ana, CA
• 04/2017 → Present
  The O. N. Equity Sales Company
  Cincinnati, OH
• 02/2017 → Present
  Ohio National Financial Services
  Cincinnati, OH

Previous Registrations

• 2007-09-17 → 2017-03-30
  Voya Financial Advisors, Inc.
  Santa Ana, CA
  Windsor, CT
  Windsor, CT
  Placentia, CA

Other Businesses

1)MITCHELL FINANCIAL SOLUTIONS, INC; Not investment related; 601 Lyons Way, Placentia CA 92870; insurance sales, whole and indexed products, medicare supplements, disability income. Commissions and agent overrides; President and agent; 06/01/1978; 80 hours/month (60 during market hours); insurance sales and planning, recruiting and training agents.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-27
• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Designations

• Chartered Financial Consultant

Other Names

• Bob Mitchell