Mitchell Lee Cook
Investment adviser representative at Accel Wealth Management
6 yearsExperience
1 stateRegistered in
$1.1BFirm assets
9 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
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Accel Wealth Management LLCNov 2019 to now
- The O.N. Equity Sales CompanyMay 2019 to Nov 2019
- Ohio National Financial ServicesApr 2019 to Nov 2019
- UnemployedDec 2018 to Apr 2019
- Unified Trust Company, N.A.May 2017 to Nov 2018
- HkfsJun 2013 to Jun 2017
- Proequities IncJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IA).
Accel Wealth Management
Legal name: Accel Wealth Management LLC
$1.1BAssets managed
1,381Clients
10Advisers
9 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
- 4816833
- Firm CRD
- 286201