Mitchell
Parker

Safeguard Wealth Management

CRD#6815658
Investment Advisor
in Tiffin, OH

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About this Advisor

Mitchell Parker is a financial advisor based in Tiffin, Ohio, working with Safeguard Wealth Management. Mitchell has previously held positions at Ohio University, Event Services, Mass Mutual Life Insurance Company, Mml Investors Services, Ohio University, Department Of Housing, Jeff Hayman Excavating Inc, Ohio University, Charles Schwab, Parker's Painting, Mai Capital Management, Morgan Stanley, and Safeguard Wealth Management. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Mitchell is part of Safeguard Wealth Management, which operates out of Tiffin, Ohio. The firm has 6 offices and 10 employees. The firm manages assets totaling $338.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Safeguard Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Tiffin, OH

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Safeguard Wealth Management Brokerage Details

Total Assets Under Management

$338,531,289

Total Number of Employees

10

Total Number of Accounts

906

Average Account Size

$373,655

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mitchell Parker Work History

2023 - Present (2 years)

Safeguard Wealth Management

2019 - 2023 (4 years)

Morgan Stanley

2018 - 2018 (< 1 year)

Mass Mutual Life Insurance Company

2018 - 2018 (< 1 year)

Mml Investors Services

2018 - 2019 (1 year)

Mai Capital Managment

2017 - 2017 (< 1 year)

Charles Schwab

2016 - 2018 (2 years)

Ohio University, Department Of Housing

2015 - 2016 (1 year)

Ohio University, Event Services

2015 - 2018 (3 years)

Parker'S Painting

2014 - 2016 (2 years)

Jeff Hayman Excavating Inc

2014 - 2018 (4 years)

Ohio University

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Disclosures

Please visit the SEC profile of Mitchell Parker 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 Safeguard Wealth Management

Mitchell Parker
Tiffin, OH
Andrew Schroeder
Minocqua, WI
Eric Sajdak
Rhinelander, WI
Casey Mahoney
Ballwin, MO
Anthony Hellenbrand
Minocqua, WI
Conor Jonasson
Wauwatasa, WI

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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