Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Mitchell is a financial advisor with over 6 years of experience in the industry. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, 66 and SIE license. Andrew is registered to provide investment advice in Kansas. Andrew currently works at TLG Advisors, Inc., a firm with over $1 billion in assets under management. TLG Advisors, Inc. specializes in providing financial planning, portfolio management, and other advisory services to high net worth individuals, families, and businesses. Andrew is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
12/16/2022 - Present
TLG Advisors, Inc. (Leawood KS)
KS
05/27/2014 - 07/17/2020
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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