MT
CFP
MT
CFP

Mitch Turner

20 Years of Experience
Salt Lake City, UT
2 DisclosuresBroker

Mitch Turner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 20 years of industry experience. Mitch is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2018
Denied
Customer Dispute
April 2012
Denied
Other Business Activities

Mitch owns commercial rental property in Sandy, UT, and co-owns rental property with his spouse in Bountiful, UT, dedicating minimal time to these activities. He also serves as co-trustee for his parent's trust in St. George, UT, spending minimal time on this role.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
October 2006 - January 2011 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
March 2006 - January 2011 · 4 yrs 10 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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