Mitchell Dudley
Investment adviser representative at Kinetic Investment Management, Inc.
12 yearsExperience
1 stateRegistered in
$450.9MFirm assets
6 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
- Seminars and workshops
Experience
12 years in the industry.
- Kinetic Investment Management, Inc.Mar 2026 to now
- Self Employed Sales ConsultantJun 2024 to Mar 2026
- Swyft Solutions, LLCJun 2023 to Jun 2024
- UnemployedMar 2023 to Jun 2023
- TegusOct 2020 to Mar 2023
- The National Student Leadership ForumAug 2019 to Jul 2020
- Cosmic Eye BreweryFeb 2019 to Aug 2019
- Midwest Roadside Safety Facility (mwrsf)Jan 2018 to Dec 2018
- University of Nebraska Department of Agronomy and HorticultureMay 2017 to Aug 2017
- University of Nebraska - LincolnAug 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 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
- 8235097
- Firm CRD
- 283034