MitchellHorst- Financial Advisor Memphis, TN

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About Mitchell Horst

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future.

At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

See Disclosures

General Information

Firm Start Year

1922

CRD#

4935063

Firm CRD#

171991

Insurance License#

7839191

States Licensed in

MI, MO, MS, NC, NE, NJ, NV, OH, OR, TN, UT, VA, WA, WI, LA, CO, VT, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

CEO/Founder Select Wealth Advisers Dec 2011 - Present

Director/Financial Advisor Clay and Land Wealth Strategies Dec 2016 - Present · 5 yrs 6 mos

Financial Advisor Morgan Stanley Smith Barney 2007 - 2011 · 4 yrs 1 mo

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7, Series 6

Insurance and Annuity Licenses

Annuity, Life

Firm Information

Advisor's Number of Clients

500+

Advisor's Number of Managed Clients

500+

Advisor's Number of Planning Clients

350+

Assets Managed by Advisor

$110,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business Administration, Economics, Finance

Clarke College
2000 -2004

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890614/paladinregistry-Select-Wealth-Advisers-detailed-disclosure.html

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Paladin Research Report For:

Mitchell Horst

Select Wealth Advisers