Tannen Mitchell-Briggs
Tannen Mitchell-Briggs is a CFP-designated registered investment advisor at Mountainaire Financial Strategies, based in Rapid City, SD, with 10 years of industry experience. Tannen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 59 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MountainAire Financial Strategies offers investment management services either as part of comprehensive financial planning or as a standalone service. If you choose investment management as a standalone service, you'll pay a flat quarterly fee ranging from $350 to $2,500, depending on the amount you invest.
Location
Rapid City, SD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tannen is a sole proprietor managing his own real estate investments since 2015. This activity, which is not investment-related, takes about half of his time.
Employment History
Current Registrations
Mountainaire Financial Strategies
Myrna Mitchell, MBA, CFP
Previous Registrations
Mountainaire Financial Strategies
State Registrations2 states
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.