Robert Wayne Mitchell

Employer firm

Farmers Asset Management, LLC CRD 336230

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/1992 → Present
  Mitchell Insurance Agency / Farmers Ins
  Humble, TX
• 09/2000 → Present
  Farmers Financial Solutions, Llc
  Simi Valley, CA
• 09/2025 → Present
  Farmers Asset Management, Llc
  Westlake Village, CA

Other Businesses

MITCHELL INSURANCE AGENCY LLC POSITION: Managing Member NATURE: Insurance and financial services INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: I changed the entity of my Farmers business from sole proprietor to a LLC. MITCHELL FAMILY PROPERTIES POSITION: Managing Member NATURE: Commercial Property. I rent to Mitchell Insurance Agency and 1 other tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2013 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: Upkeep building and pay utilities, etc. RAMSEY SOLUTIONS POSITION: None NATURE: Dave Ramsey has a national radio program that aims to help the public get out of debt and start investing. He has an advertising program where advisors pay him a monthly fee to be listed on his website. Potential investors go to his website looking for help with investing. In the two territories that I pay for, there are 10 advisors. 5 will appear each time someone enters their contact information on his website. It is then our responsibility to reach the person and try to set an appointment with them.https://www.ramseysolutions.com/retirement/smartvestor? INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 02/22/2023 ADDRESS: Franklin TN 37064, United States DESCRIPTION: We do not work for Ramsey Solutions. As such, I put 0 hours. However, we work the leads and many of them become customers.We do not get paid anything from Ramsey Solutions.Cameron Mitchell and I call on the leads that we get from Dave Ramsey.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-13

Designations

• Certified Financial Planner

Other Names

• Bob Mitchell