Robert W. Mitchell
FARMERS ASSET MANAGEMENT
Kingwood, TX 77339
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CRD#: 1279254
Robert Wayne MitchellFARMERS ASSET MANAGEMENT
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 Kingwood, 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.
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.
MITCHELL INSURANCE AGENCY LLC POSITION: Managing Member NATURE: Insurance and financial services INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: I changed the entity of my Farmers business from sole proprietor to a LLC. MITCHELL FAMILY PROPERTIES POSITION: Managing Member NATURE: Commercial Property. I rent to Mitchell Insurance Agency and 1 other tenant. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2013 ADDRESS: Kingwood TX 77339, United States DESCRIPTION: Upkeep building and pay utilities, etc. RAMSEY SOLUTIONS POSITION: None NATURE: Dave Ramsey has a national radio program that aims to help the public get out of debt and start investing. He has an advertising program where advisors pay him a monthly fee to be listed on his website. Potential investors go to his website looking for help with investing. In the two territories that I pay for, there are 10 advisors. 5 will appear each time someone enters their contact information on his website. It is then our responsibility to reach the person and try to set an appointment with them.https://www.ramseysolutions.com/retirement/smartvestor? INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 02/22/2023 ADDRESS: Franklin TN 37064, United States DESCRIPTION: We do not work for Ramsey Solutions. As such, I put 0 hours. However, we work the leads and many of them become customers.We do not get paid anything from Ramsey Solutions.Cameron Mitchell and I call on the leads that we get from Dave Ramsey.
CRS (Client Relationship Summary) - RIA
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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®
Start date: 2019
Experience
Current
December 3, 2025 - Present
FARMERS ASSET MANAGEMENT, LLC
Office #1: 1603 Lakeville Drive Suite 101, Kingwood, TX 77339RIA
CRD#: 336230
Kingwood, TX
Current
September 8, 2000 - Present
FARMERS FINANCIAL SOLUTIONS, LLC
Office #1: 1603 Lakeville Dr., Ste 101, Kingwood, TX 77339BD
CRD#: 103863
KINGWOOD, TX
Past
October 14, 1999 - September 8, 2000
INVESTORS BROKERAGE SERVICES, INC.
BD
CRD#: 4257
ELGIN, IL
Past
June 25, 1984 - November 13, 1984
FORESTERS FINANCIAL SERVICES, INC.
BD
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.RR
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
RR
Arizona(7/15/2019)
RR
Arkansas(11/22/2019)
RR
California(2/2/2012)
IAR
California(12/3/2025)
RR
Colorado(5/16/2013)
RR
Florida(5/30/2017)
RR
Georgia(6/14/2018)
RR
Illinois(3/8/2019)
RR
Iowa(3/8/2019)
RR
Kansas(6/3/2024)
RR
Kentucky(5/31/2017)
RR
Louisiana(3/8/2019)
RR
Mississippi(5/22/2018)
RR
Ohio(11/25/2024)
RR
Oklahoma(5/7/2015)
RR
South Carolina(11/25/2024)
RR
Tennessee(3/9/2023)
RR
Texas(9/8/2000)
IAR
Texas(7/28/2026)
RR
Virginia(6/17/2021)
RR
Washington(2/8/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FARMERS ASSET MANAGEMENT, LLC
FARMERS ASSET MANAGEMENT, LLC
CRD#: 336230 / SEC#:
California
Registered Investment Advisory firm - (12/3/2025 Approved)Loading...
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
13
0
Red Flags
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Company Information
FARMERS ASSET MANAGEMENT, LLC
CRD#: 336230Kingwood, TX 77339TRUST BUT VERIFY
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