Robert W. Mitchell

FARMERS ASSET MANAGEMENT

Bellaire, TX 77401

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CRD#: 1279254

Professional summary

Robert Wayne Mitchell, CFP®, who also goes by Bob Mitchell, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Bellaire, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Kingwood, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Mitchell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

December 3, 2025 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 6575 West Loop Suite 185, Bellaire, TX 77401

RIA

CRD#: 336230

Bellaire, TX

Current

September 8, 2000 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 1603 Lakeville Dr., Ste 101, Kingwood, TX 77339

CRD#: 103863

KINGWOOD, TX

Past

October 14, 1999 - September 8, 2000

INVESTORS BROKERAGE SERVICES, INC.

CRD#: 4257

ELGIN, IL

Past

June 25, 1984 - November 13, 1984

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/15/2019)

Arkansas
(11/22/2019)

California
(2/2/2012)

IAR

California
(12/3/2025)

Colorado
(5/16/2013)

Florida
(5/30/2017)

Georgia
(6/14/2018)

Illinois
(3/8/2019)

Iowa
(3/8/2019)

Kansas
(6/3/2024)

Kentucky
(5/31/2017)

Louisiana
(3/8/2019)

Mississippi
(5/22/2018)

Ohio
(11/25/2024)

Oklahoma
(5/7/2015)

South Carolina
(11/25/2024)

Tennessee
(3/9/2023)

Texas
(9/8/2000)

Virginia
(6/17/2021)

Washington
(2/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/13/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California

Registered Investment Advisory firm - (12/3/2025 Approved)

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Contact information

Main Address

6301 Owensmouth Ave., Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 965-0277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert W. Mitchell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMERS ASSET MANAGEMENT, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

INVESTORS BROKERAGE SERVICES, INC.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/13/1999

SIE

Date: 10/1/2018

Series 6

Date: 10/13/1999

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FARMERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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