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Paladin Research Report For:

Mitchell Horst

Select Wealth Advisers

6075 Poplar Ave.
Crescent Center STE 406
Memphis, TN 38119
901-455-2355

About Mitchell Horst

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.

By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.

Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.

With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

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
  • 16
Number of Years with Current Firm
  • 10
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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