seller-profile

Mitchell Horst

Select Wealth Advisers

6075 Poplar Ave.
Crescent Center STE 406

Memphis, TN 38119

901-455-2355

Connect with Mitchell

General Information

Firm Start Year

1922

CRD#

4935063

Firm CRD#

171991

Insurance License#

7839191

States Licensed in

MI, MO, MS, NC, NE, NJ, NV, OH, OR, TN, UT, VA, WA, WI, LA, CO, VT, FL

Years of Experience in Financial Services

16

Number of Years with Current Firm

10

Work Experience

CEO/Founder Select Wealth Advisers Dec 2011 - Present

Director/Financial Advisor Clay and Land Wealth Strategies Dec 2016 - Present · 5 yrs 6 mos

Financial Advisor Morgan Stanley Smith Barney 2007 - 2011 · 4 yrs 1 mo

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7, Series 6

Insurance and Annuity Licenses

Annuity, Life

Firm Information

Advisor's Number of Clients

500+

Advisor's Number of Managed Clients

500+

Advisor's Number of Planning Clients

350+

Assets Managed by Advisor

$110,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business Administration, Economics, Finance

Clarke College
2000 - 2004