Mitchell
Oldewurtel
Private Client Services, LLC
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About this Advisor
Mitchell Oldewurtel is a financial advisor based in Appleton, Wisconsin, working with Private Client Services, LLC. Mitchell has previously held positions at J.P. Morgan Securities LLC, M.S. Howells, Private Client Services, Jp Morgan Chase Bank, Na, Raymond James & Associates, Inc, and Msh Capital Advisors LLC Dba Silverleaf Wealth Advisory. Mitchell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Iowa. Currently, Mitchell is part of Private Client Services, LLC, which operates out of Appleton, Wisconsin. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
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
- Educational seminars/workshops
Mitchell Oldewurtel Work History
Private Client Services
M.S. Howells
Msh Capital Advisors LLC Dba Silverleaf Wealth Advisory
Raymond James & Associates, Inc
J.P. Morgan Securities LLC
Jp Morgan Chase Bank, Na
Disclosures
Please visit the SEC profile of Mitchell Oldewurtel 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 Private Client Services, LLC
Rockville, MD
Louisville, KY
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Westerville, OH
Louisville, KY
Gaithersburg, MD
Appleton, WI
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