Mitchell Flatt
Mitchell Flatt is a registered investment advisor at Cetera Investment Advisers LLC, based in St Charles, MO, with 14 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2050 Old Highway 94 South, St Charles, MO, 63303
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Regulatory History
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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Mitchell is the 100% owner of Rosemary Acres LLC, a short-term rental and tree farm. This requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 states
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