BM
BM

Bryan Allan Mitchell

6 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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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

Bryan is the CEO/Advisor for WLEM Financial Advisors LLC, dedicating nearly full-time hours to providing financial education and advising clients. He also works as an Associate Financial Advisor for Stephen D. Dissette and Associates, and as a Senior IT Program Manager for One America, a life insurance and annuities company.

Employment History
Current Registrations
Horter Investment Management, LLC
November 2019 - Present · 6 yrs 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.