Candace Pahl
Investment adviser representative at Mitchell & Pahl Private Wealth
17 yearsExperience
2 statesRegistered in
$449.9MFirm 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
Experience
17 years in the industry.
- Mitchell & Pahl Private WealthJun 2020 to now
- Mitchell & PahlJun 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2020
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Mitchell & Pahl Private Wealth
Legal name: Mitchell & Pahl Private Wealth, LLC
$449.9MAssets managed
225Clients
2Advisers
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
- 4688775
- Firm CRD
- 307625