Jonn M. Wullschleger

MITCHELL CAPITAL MANAGEMENT CO

LEAWOOD, KS 66211

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CRD#: 2924716

Professional summary

Jonn Matthew Wullschleger is a registered financial advisor currently at MITCHELL CAPITAL MANAGEMENT CO located in Leawood, Kansas.

Jonn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonn has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jonn Matthew Wullschleger's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 22, 2002 - Present

MITCHELL CAPITAL MANAGEMENT CO

Office #1: 11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211

RIA

CRD#: 106338

LEAWOOD, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MITCHELL CAPITAL MANAGEMENT CO

CRD#: 106338 / SEC#: 801-29318

RIA

Registered Investment Advisory firm - (4/7/1987 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(3/30/2009)

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.

Exams

Current Firm

MITCHELL CAPITAL MANAGEMENT CO

CRD#: 106338 / SEC#: 801-29318

RIA

Registered Investment Advisory firm - (4/7/1987 Approved)

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Contact information

Main Address

11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211-7822

Mailing Address

Phone number

(913) 428-3222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MITCHELL CAPITAL MANAGEMENT CO (3/27/2025)

Regulatory assets under management

Total Number of Accounts	814
AUM (Assets Under Management)	$ 861,030,803

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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Jonn M. Wullschleger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonn Matthew Wullschleger's CRS (Customer Relationship Summary).

Certified licenses

Experience

MITCHELL CAPITAL MANAGEMENT CO

Primary Firm SEC Registration

MITCHELL CAPITAL MANAGEMENT CO

State Registrations and Notice Filings

Exams

Current Firm

MITCHELL CAPITAL MANAGEMENT CO

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MITCHELL CAPITAL MANAGEMENT CO

TRUST BUT VERIFY

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