DM
DM

Dwayne Mitchell

17 Years of Experience
Logan, UT
Broker

Dwayne Mitchell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Logan, UT, with 17 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

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

175 E 442 N, Logan, UT, 84321

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2019 - February 2026 · 6 yrs 9 mos
U.S. Bancorp Investments, INC.
May 2019 - February 2026 · 6 yrs 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2019 · 11 mos
Strategic Advisers LLC
December 2009 - July 2018 · 8 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2008 - May 2019 · 11 yrs 2 mos
State Registrations18 states
ALARAZCACOIDMIMTNCNVNYOHORPATXUTWAWY
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.
Dwayne Mitchell - Financial Advisor | TrueAdvisor