DM
DM

Dustin Brandt Mitchell

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

1007 W Causeway Approach, Mandeville, LA, 70471

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dustin is an insurance agent with Mitchell Financial Group, selling fixed annuities, fixed indexed annuities, and life insurance. This takes about half of his time, with about a quarter of his time spent during trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Coppell Advisory Solutions LLC
June 2023 - February 2025 · 1 yr 8 mos
Kinetic Investment Management, INC.
October 2021 - July 2023 · 1 yr 9 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.