Mitchell
Plant
Dfpg Investments, LLC
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About this Advisor
Mitchell Plant is a financial advisor working in Sandy, Utah. Plant is on the advisory team at Dfpg Investments, LLC. Throughout their career, Plant has worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Morning Star Balloons, Murray Heights Apartments, Salt Lake Community College, University Of Utah, Murray High School, Church Of Jesus Christ Of Latter Day Saints, Fidelity Investments, Butler Financial Advisors LLC and Dfpg Investments, LLC. Plant maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Utah. Dfpg Investments, LLC is a registered investment business that has its headquarters in Sandy, UT. It has offices in 23 locations and a total of 156 people on staff. It administers $2 billion in total assets between its 10,642 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,642 customer accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on the financial services offered. However, fees billed by Dfpg Investments, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mitchell Plant Work History
Mitchell has been registered as a financial advisor for 0 years.*
Butler Financial Advisors LLC
Dfpg Investments, LLC
Fidelity Investments
Wells Fargo Clearing Services, LLC
University Of Utah
Wells Fargo Bank, Na
Murray Heights Apartments
Church Of Jesus Christ Of Latter Day Saints
Morning Star Balloons
Salt Lake Community College
Murray High School
*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 Plant 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 Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
