Mitchell Spiehs
Mitchell Spiehs is a registered investment advisor at Spiehs Wealth Management, INC., based in Grand Island, NE, with 29 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 232 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1M+ | 1.10% |
Fees are negotiable.
Fee Estimator
Location
904 Concord Avenue, Grand Island, NE, 68803
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2023Regulatory
November 2011Regulatory
February 2009Other Business ActivitiesSells Insurance
Mitchell owns Spiehs Wealth Management, where he focuses on fixed insurance and Medicare supplement sales, dedicating about half of his time. He also owns Spiehs Farm and Spiehs Properties LLC, involving cropland and commercial rental properties, respectively, requiring minimal time.
Employment History
Current Registrations
Spiehs Wealth Management, INC.
Previous Registrations
Ae Wealth Management, LLC
Gradient Advisors, LLC
American Investment Services
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.