Robert Wayne Mitchell
Investment adviser representative at Osaic Wealth, Inc.
38 yearsExperience
14 statesRegistered in
$234.9BFirm assets
29 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
38 years in the industry.
- Osaic Wealth, Inc.Nov 2018 to now
- Edgewood Financial NetworkJan 2014 to now
- Athletic ClubsJun 1998 to now
- Mitchell and AssociatesDec 1988 to now
- Commercial Property ManagementJun 1988 to now
- FarmingJun 1988 to now
- Signator Investors, Inc.May 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 14 states (CA, CO, FL, GA, IL, ME, MS, NC, NE, NM, OK, OR, SC, TN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6235281
- Firm CRD
- 23131