Mitchell
Cook
Accel Wealth Management LLC
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About this Advisor
Mitchell Cook is a financial advisor based out of Waverly, Iowa with 4 years of relevant experience. Cook is an employee of Accel Wealth Management LLC. During their career, Cook has held roles at Princor Financial Services, Principal Life Insurance Co, Proequities Inc, Hkfs, Unified Trust Company, N.A, Ohio National Financial Services, The O.N. Equity Sales Company and Accel Wealth Management LLC. Cook maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Iowa. Accel Wealth Management LLC is a financial advisory firm based out of Waverly, IA. The firm has offices in two locations and a total of 21 employees. It handles $823 million in assets between its 1,966 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,966 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Accel Wealth Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. Fee types charged by Accel Wealth Management LLC likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accel Wealth Management LLC Brokerage Details
$823,284,779
21
1,966
$418,761
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mitchell Cook Work History
Mitchell has been registered as a financial advisor for 4 years.*
Accel Wealth Management LLC
Ohio National Financial Services
The O.N. Equity Sales Company
Unified Trust Company, N.A
Proequities Inc
Hkfs
Princor Financial Services
Principal Life Insurance Co
*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 Mitchell Cook 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 Accel Wealth Management LLC
Waverly, IA
Waverly, IA
Cedar Rapids, IA
Waverly, IA
Waverly, IA
Waverly, IA
Cedar Rapids, IA
Cedar Rapids, IA
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