Mitchell Cade Mortensen
Investment adviser representative at Heaton Financial, Pc
16 yearsExperience
1 stateRegistered in
$140.1MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Outlaw Engineering, IncMar 2017 to now
- Heaton Financial, PcMay 2016 to now
- Spectra Group, Inc.Jun 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Heaton Financial, Pc
$140.1MAssets managed
336Clients
2Advisers
Under 1 yearIn 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
- 5677831
- Firm CRD
- 134578