Mitchell
Bodenmiller
Waverly Advisors, LLC
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About this Advisor
Mitchell Bodenmiller is a financial advisor based in Birmingham, Alabama, working with Waverly Advisors, LLC. Mitchell has previously worked at Westminster Financial Securities, Inc, Fifth Third Bank, Ohio Cat, Tudor Financial Inc, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Newedge Advisors, LLC, Buckingham Capital Management, and Waverly Advisors, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Mitchell is currently part of Waverly Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 38 offices and 281 employees. Waverly Advisors, LLC manages $16.1 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structures at Waverly Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$16,130,190,961
281
26,740
$603,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mitchell Bodenmiller Work History
Waverly Advisors, LLC
Buckingham Capital Management
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management
Newedge Advisors, LLC
Westminster Financial Securities, Inc
Tudor Financial Inc
Fifth Third Bank
Ohio Cat
Disclosures
Please visit the SEC profile of Mitchell Bodenmiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waverly Advisors, LLC
Birmingham, AL
Birmingham, AL
Pensacola, FL
Merrillville, IN
Atlanta, GA
Lakeland, FL
Birmingham, AL
Dayton, OH
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