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Mitchell Mertes

28 Years of Experience
Boise, ID
Broker

Mitchell Mertes is a registered investment advisor, based in Boise, ID, with 28 years of industry experience.

Location

6003 Overland Rd, Suite 302, Boise, ID, 83709

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mitchell is an agent for 123 College, focusing on education, and a sole proprietor for Arche Wealth Management, a DBA, dedicating full-time hours. Mitchell is also a sole proprietor for Northwest Financial Group, a holding company.

Employment History
Current Registrations
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
October 2003 - July 2012 · 8 yrs 9 mos
First Allied Securities, INC.Broker
August 2003 - September 2022 · 19 yrs 1 mo
Morgan Stanley
August 2000 - August 2003 · 3 yrs
Morgan Stanley Dw INC.Broker
August 1997 - August 2003 · 6 yrs
State Registrations30 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mitchell Mertes - Financial Advisor | TrueAdvisor