KM
KM

Kara Lynn Mitchell

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

Port Angeles, WA

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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

Kara is the President/Owner of GoldenCrest Consulting, a lead generation and business consulting firm, dedicating about 10-20% of her time. Kara is also President of Goldencrest Financial, selling fixed annuities, life insurance, and long-term care insurance, which takes about half of her time.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Horter Investment Management, LLC
August 2016 - March 2021 · 4 yrs 7 mos
Tucker Asset Management LLC
June 2016 - August 2016 · 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Kara Lynn Mitchell - Financial Advisor | TrueAdvisor