Steven Kim Mitchell
Investment adviser representative at Ele Advisory Services, Inc
10 yearsExperience
21 statesRegistered in
$136.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ele Advisory Services, Inc.Feb 2020 to now
- Ele Wealth Solutions, Inc.Feb 2020 to now
- Innovation Partners Inc.May 2018 to Feb 2020
- Securities America AdvisorsMar 2017 to Apr 2018
- Securities America, Inc.Mar 2017 to Apr 2018
- Waddell & Reed, IncJul 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 21 states (AL, AZ, CA, CO, CT, FL, IA, IL, MA, MD, MN, MO, NC, ND, OK, SD, TX, VA, WA, WI, WY).
Ele Advisory Services, Inc
$136.5MAssets managed
1,156Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4667673
- Firm CRD
- 148228