Mitchell J Towne
Investment adviser representative at Leclair Wealth Partners
17 yearsExperience
1 stateRegistered in
$363MFirm assets
2 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
Experience
17 years in the industry.
- Leclair Wealth PartnersNov 2024 to now
- Raymond James & Associates, Inc.Aug 2023 to Nov 2024
- LPL Financial, LLCAug 2021 to Jun 2023
- Lincoln Financial AdvisorsJun 2021 to Aug 2021
- Bluestone Wealth PartnersNov 2019 to Jun 2023
- Bluestone Wealth ManagementAug 2019 to Jun 2021
- Quist ValuationAug 2018 to Aug 2019
- UBS Financial ServicesMay 2018 to Aug 2018
- SchoolAug 2009 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Leclair Wealth Partners
Legal name: Leclair Wealth Partners LLC
$363MAssets managed
152Clients
4Advisers
2 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
- 6936494
- Firm CRD
- 332827