Marvin L. Mitchell
Investment adviser representative at Compass Wealth
13 yearsExperience
3 statesRegistered in
$111.9MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Compass WealthFeb 2016 to now
- Compass Retirement Group LLCNov 2015 to now
- Compass Retirement Solutions LLCJun 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (GA, MO, TX).
Compass Wealth
Legal name: Compass Retirement Group LLC
$111.9MAssets managed
766Clients
7Advisers
4 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
- 5324636
- Firm CRD
- 282420