Marvin
Mitchell
Compass Retirement Group LLC
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About this Advisor
Marvin Mitchell is a financial advisor operating in Saint Louis, Missouri, with 7 years of relevant experience. Mitchell is an advisor for Compass Retirement Group LLC. Their career trajectory has included roles at Lpl Financial, Cornerstone Wealth Management, Ohio National Financial Services, The On Equity Sales Company, Compass Retirement Solutions LLC and Compass Retirement Group LLC. Mitchell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia, Missouri and Texas. Compass Retirement Group LLC is an advisory business based out of Saint Louis, MO. The company has a total of 18 financial advisors. It handles $86 million in assets under management among its 805 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Compass Retirement Group LLC offers a few services, including portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is provided. However, fees charged by Compass Retirement Group LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Retirement Group LLC Brokerage Details
$85,582,495
18
805
$106,314
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Marvin Mitchell Work History
Marvin has been registered as a financial advisor for 7 years.*
Compass Retirement Group LLC
Compass Retirement Solutions LLC
Ohio National Financial Services
The On Equity Sales Company
Lpl Financial
Cornerstone Wealth Management
*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 Marvin 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 Compass Retirement Group LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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