Mitchell
Kotheimer

Domain Money Advisors, LLC

CRD#7131937
Investment Advisor
in Cleveland, OH

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About this Advisor

Mitchell Kotheimer is a financial advisor based in Cleveland, Ohio, working with Domain Money Advisors, LLC. Mitchell has previously held positions at Nca Financial Planners, Park Place Technologies, Harman Construction, Drive My Way, Fowlers Mill Golf Course, Royal Alliance Associates, Inc, Notre Dame Cathedral Latin, Lake Catholic High School, John Carroll University, Sequoia Financial Group, and Domain Money Advisors, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in California and New York. Currently, Mitchell is part of Domain Money Advisors, LLC, which operates out of Cleveland, Ohio. The firm has 16 employees and offers financial planning services. The fee structure at Domain Money Advisors, LLC includes hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services

Fee Structure

Hourly Charges, Fixed Fees

Office Location

Cleveland, OH

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Domain Money Advisors, LLC Brokerage Details

Total Number of Employees

16

OH Average: 88

Investment Advisory Services

  • Financial planning services

Mitchell Kotheimer Work History

2023 - Present (1 year)

Domain Money Advisors, LLC

2022 - 2023 (1 year)

Sequoia Financial Group

2020 - 2022 (2 years)

Nca Financial Planners

2020 - 2022 (2 years)

Royal Alliance Associates, Inc

2019 - 2020 (1 year)

Nca Financial Planners

2018 - 2018 (< 1 year)

Park Place Technologies

2017 - 2017 (< 1 year)

Harman Construction

2017 - 2018 (1 year)

Drive My Way

2016 - 2020 (4 years)

John Carroll University

2015 - 2016 (1 year)

Lake Catholic High School

2013 - 2015 (2 years)

Fowlers Mill Golf Course

2012 - 2015 (3 years)

Notre Dame Cathedral Latin

Disclosures

Please visit the SEC profile of Mitchell Kotheimer 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 Domain Money Advisors, LLC

Adrianna Adams
New York, NY
Mitchell Kotheimer
Cleveland, OH
Brian Matthews
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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