Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deann? Claim Your ProfileDeann Mitchell is a financial advisor with Captrust, a firm that manages over $852 billion in assets. Deann has been in the financial services industry since 1988 and is a Certified Financial Planner. Deann is registered with the Securities and Exchange Commission (SEC) and is licensed in Kansas and Missouri. Deann specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Deann is also a consultant for divorce and elder care issues.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/22/2022 - Present
Captrust (Leawood KS)
KS
01/13/2012 - 07/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
11/08/2006 - 01/17/2012
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY KS)
KS
10/15/1993 - 11/07/2006
ING FINANCIAL ADVISERS, LLC (OVERLAND PARK KS)
CT
12/20/1988 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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