Nicholas Paul Mitchell
Investment adviser representative at Hbw Advisory Services LLC
5 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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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
- Seminars and workshops
Experience
5 years in the industry.
- Daycation Senior Activity CenterApr 2016 to now
- Hbw Advisory Services LLCNov 2014 to now
- Cetera Advisor Networks LLCJun 2017 to Dec 2019
- Hbw Securities LLCJan 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (CA, NE, OK, TX).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 6278397
- Firm CRD
- 143665