Candace
Pahl

Mitchell & Pahl Private Wealth

CRD#4688775
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Candace Pahl is a financial advisor based in Oklahoma City, Oklahoma, working with Mitchell & Pahl Private Wealth. Candace has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Mitchell & Pahl. Candace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Candace is part of Mitchell & Pahl Private Wealth, which operates out of Oklahoma City, Oklahoma. The firm has 4 employees and manages assets totaling $354.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mitchell & Pahl Private Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1001 Nw 71St Street Suite 4
Oklahoma City, OK 73116

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Mitchell & Pahl Private Wealth Brokerage Details

Total Assets Under Management

$354,445,250

OK Average: $681,523,814
Total Number of Employees

4

OK Average: 15
Total Number of Accounts

900

OK Average: 642
Average Account Size

$393,828

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Candace Pahl Work History

2020 - Present (4 years)

Mitchell & Pahl

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Candace Pahl 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 Mitchell & Pahl Private Wealth

Brian Mitchell
Oklahoma City, OK
Candace Pahl
Oklahoma City, OK

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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