Mitchell Cook is a registered investment advisor at Accel Wealth Management, based in Waverly, IA, with 19 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,381 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees can be waived and/or negotiated.
Fee Estimator
Location
301 Oak Ridge Circle, Waverly, IA, 50677
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchell educates, consults, and sells insurance and annuity products to clients based on their needs. He also conducts follow-up meetings to ensure their goals are being met.
Employment History
Current Registrations
Accel Wealth Management
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Proequities, INC.Broker
Honkamp Krueger Financial Services INC
Princor Financial Services Corporation
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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.