Mitchell J Towne

Employer firm

Leclair Wealth Partners CRD 332827

$363M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2019 → 06/2021
  Bluestone Wealth Management
  Columbus, OH
• 08/2018 → 08/2019
  Quist Valuation
  Boulder, CO
• 05/2018 → 08/2018
  Ubs Financial Services
  Boulder, OH
• 08/2009 → 05/2021
  School
  Columbus, OH
• 06/2021 → 08/2021
  Lincoln Financial Advisors
  Columbus, OH
• 11/2019 → 06/2023
  Bluestone Wealth Partners
  Worthington, OH
• 08/2021 → 06/2023
  Lpl Financial, Llc
  Worthington, OH
• 08/2023 → 11/2024
  Raymond James & Associates, Inc.
  Upper Arlington, OH
• 11/2024 → Present
  Leclair Wealth Partners
  Dublin, OH

Previous Registrations

• 2023-11-28 → 2024-11-04
  Raymond James & Associates, Inc.
  Dublin, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-20
• S63 Uniform Securities Agent State Law Examination
  2022-07-08

Other Names

• Mitchell Joseph Towne
• Mitchell Jospeh Towne