Mitchell W. Lyons

MLW ADVISORY SERVICES

ROCKFORD, MI 49341

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CRD#: 4272125

Professional summary

Mitchell Warren Lyons, who also goes by Mitchell Lyons, is a registered financial advisor currently at MLW ADVISORY SERVICES, LLC located in Rockford, Michigan.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mitchell has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell Lyons

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 Mitchell Warren Lyons'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®

None

Experience

Current

January 16, 2026 - Present

MLW ADVISORY SERVICES, LLC

Office #1: 8080 Myers Lake Ave Ne, Rockford, MI 49341

RIA

CRD#: 339699

ROCKFORD, MI

Past

April 16, 2019 - August 12, 2019

J.W. COLE FINANCIAL, INC.

CRD#: 124583

GRAND RAPIDS, MI

Past

June 23, 2014 - May 17, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

GRAND RAPIDS, MI

Past

June 23, 2014 - April 18, 2019

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Grand Rapids, MI

Past

June 18, 2012 - July 1, 2014

LPL FINANCIAL LLC

CRD#: 6413

GRAND RAPIDS, MI

Past

May 29, 2008 - June 29, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GRAND RAPIDS, MI

Past

October 5, 2000 - May 28, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

ROCKFORD, MI

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

Michigan
(1/16/2026)

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

State Security Law Exam

IAR

Series 65

Date: 10/14/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/18/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2000

General Securities Representative Examination

Current Firm

MLW ADVISORY SERVICES, LLC

MITCH LYONS WEALTH | MWL INVESTMENTS LLC | MLW ADVISORY SERVICES, LLC

CRD#: 339699 / SEC#:

Michigan

Registered Investment Advisory firm - (1/16/2026 Approved)

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Contact information

Main Address

8080 Myers Lake Ave Ne, Rockford, MI 49341

Mailing Address

Phone number

(616) 540-5564

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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Mitchell W. Lyons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Warren Lyons's CRS (Customer Relationship Summary).

Certified licenses

Experience

MLW ADVISORY SERVICES, LLC

J.W. COLE FINANCIAL, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2025

Series 66

Date: 10/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2000

Current Firm

MLW ADVISORY SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

MLW ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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