Holli Mitchell (CRD# 5731422) is an Investment Advisor Representative working at Edward Jones in Rapid City, SD and has over 12 years of experience in the finance industry.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2023 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Nov 2021 - Sep 2023 | 1 |
| Thrivent Investment Management Inc. | Rapid City, SD | Jul 2021 - Aug 2023 | 2 |
| Calvin Sievers - Thrivent | Rapid City, SD | Jan 2021 - Jul 2021 | < 1 |
| Homemaker | Wellington, CO | Jun 2013 - Jan 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- SD
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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