Teresa
Mitchell
Signature Financial Services, LTD
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About this Advisor
Teresa Mitchell is a certified financial planner working out of Altamont, Illinois with 21 years of industry experience. Mitchell is an employee of Signature Financial Services, LTD. Their career trajectory has included roles at Teresa L. Henley Cpa, First Heartland Capital, Inc and Signature Financial Services, LTD. Mitchell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Signature Financial Services, LTD is a financial advisory business based out of Arlington Heights, IL. The company has offices in 15 locations and a total of 19 financial advisors. It manages $178 million in assets between its 565 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 565 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on which services are provided. However, fee types charged by Signature Financial Services, LTD most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Financial Services, LTD Brokerage Details
$178,330,000
19
565
$315,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Teresa Mitchell Work History
Teresa has been registered as a financial advisor for 21 years.*
First Heartland Capital, Inc
Signature Financial Services, LTD
Teresa L. Henley Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Teresa Mitchell 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 Signature Financial Services, LTD
Schaumburg, IL
Arlington Heights, IL
Arlington Heights, IL
Arlington Heights, IL
Northbrook, IL
Altamont, IL
Noblesville, IN
Willowbrook, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
