Best Investors Account Sign in
Inactive

Miles H Green

Mitchell Capital Management Co

Leawood, KS

CRD 7736025

Claim This Profile
Employer firm

Mitchell Capital Management Co CRD 106338

$847M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Mitchell Capital Management Co

11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211-7822 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-05-19
  • KS RA
    APPROVED
    Since 2023-05-19

Branch Locations

11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211-7822 • 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
OrganizationCityStateFromTo
Mitchell Capital Management Co Leawood KS 07/2021 Present
Unemployed Leawood KS 05/2021 07/2021
Tcu Fort Worth TX 08/2020 05/2021
Mitchell Capital Management Co Leawood KS 05/2020 08/2020
Tcu Fort Worth TX 08/2019 05/2020
Mitchell Capital Management Co Leawood KS 05/2019 08/2019
Tcu Fort Worth TX 08/2018 05/2019
Mitchell Capital Management Co Leawood KS 05/2018 08/2018
Tcu Fort Worth TX 08/2017 05/2018
Mitchell Capital Management Co Leawood KS 05/2017 08/2017
Blue Valley North High School Leawood KS 05/2013 05/2017
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC

Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

More in Leawood, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor