Francis Paul Mitchell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 10/2024
  American Portfolios
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2015-06-30 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
  Boynton Beach, FL
  The Villages, FL
  The Villages, FL
• 2003-06-25 → 2008-02-22
  Ameriprise Advisor Services, Inc.
  Chicago, IL
  Orland Park, IL
  Northbrook, IL
• 1998-10-15 → 2002-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL

Other Businesses

INSURANCE PRODUCTS THROUGH CRUMP, INSURANCE SALES, START DATE 01/2015, NOT INVESTMENT RELATED INVESTMENT ADVISORY WITH APA, ADVISORY BUSINESS, START DATE 01/2015, INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  1985-02-08

Other Names

• Frank P Mitchell
• Frank Mitchell
• Frank Paul Mitchell