Skip to content

Mitchell James Doman

Investment adviser representative at Haynie Wealth Management LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$106.6MFirm assets

Are you Mitchell James Doman? Claim your profile

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

11 years in the industry.

  1. Haynie Wealth Management LLCMar 2021 to now
  2. Haynie & CompanySep 2019 to Mar 2021
  3. Southern Utah UniversitySep 2015 to Nov 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 4 states (CA, CO, TX, UT).

Haynie Wealth Management LLC

$106.6MAssets managed
156Clients
4Advisers
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
7527915
Firm CRD
305852
Advisor's SEC record (opens in a new tab)
CallContact this firm