MW
CFP
MW
CFP

Mitchell Wassink

18 Years of Experience
Portage, MI
BrokerSells Insurance

Mitchell Wassink is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Portage, MI, with 18 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

268 East Kilgore Rd, Portage, MI, 49002

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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 ActivitiesSells Insurance

Mitchell operates under the DBA Kuipers Advisors through Kuipers Insurance and Investments, LLC, focusing on financial services, dedicating full-time hours to this. Additionally, Mitchell works as an insurance agent selling life and annuities with various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Advisors LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
April 2016 - March 2024 · 7 yrs 11 mos
Edward Jones
March 2015 - April 2016 · 1 yr 1 mo
Edward JonesBroker
December 2014 - April 2016 · 1 yr 4 mos
Essex National Securities, INC.Broker
March 2008 - June 2011 · 3 yrs 3 mos
Ifmg Securities, INC.Broker
December 2007 - March 2008 · 3 mos
Edward JonesBroker
April 2003 - June 2006 · 3 yrs 2 mos
State Registrations8 states
CAGAILINMIMNPATN
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.
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Mitchell Wassink - Financial Advisor | TrueAdvisor