JM
Justin T. Mitchell
ADAMSBROWN WEALTH CONSULTANTS LLC
HUTCHINSON, KS 67502
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CRD#: 4408109
JM
Professional summary
Justin Trent Mitchell, who also goes by Justin Trent Mitchell, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Hutchinson, Kansas and PRIVATE CLIENT SERVICES, LLC located in Hutchinson, Kansas.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Trent 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.
1) 100 LOW LEAD, LLC. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. LLC OWNS A SELF SERVICE FUEL STATION FOR AIRPLANES. OWNER - FILE INCOME TAX RETURN. 0 HRS/MO; 0 DURING TRADING HOURS. 2) ADAMS, BROWN, BERAN AND CALL, CHTD. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. ACCOUNTING FIRM. TRADITIONAL INCOME TAX, BOOKKEEPING AND ATTEST ENGAGEMENTS. PARTNER & CPA - PREPARE INCOME TAX RETURN AND BUSINESS CONSULTING. 40 HOURS/MO; 40 DURING TRADING HOURS. 3) ADAMS BROWN, LLC. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. HOLDING COMPANY FOR CPA FIRM OPERATIONS AND OWNER OF SINGLE-MEMBER RIA LLC. MEMBER, CPA, FINANCIAL ADVISOR FOR THE RIA. INCOME TAX PLANNING AND CONSULTING FOR THE ACCOUNTING FIRM AND FINANCIAL ADVISOR UNDER THE SINGLE MEMEBER LLC OWNED BY THE HOLDING COMPANY. 5 HOURS/MO; 5 DURING TRADING HOURS. 4) AIMCOREIG. 927 NW VESPER ST, BLUE SPRINGS, MO 64015. INSURANCE BROKERAGE- SELL LIFE, LONG-TERM CARE AND DISABILITY INSURANCE. WORK WITH THE AIMCOREIG GROUP OUT OF KANSAS CITY. INSURANCE AGENT - SALE OF COMMISSION BASED PRODUCTS. 5 HOURS/MO; 5 DURING TRADING HOURS. 5) LITTLE J FARMS, LLC. 5815 E 43RD, HUTCHINSON, KS 67502. OWNS 160 ACRES OF CRP FARM GROUND AND RESIDENTIAL RENTAL PROPERTY. OWNER AND MANAGER OF THE PROPERTIES. 1 HOUR/MO; 0 DURING TRADING HOURS. 6) NORTH KLINE, LLC. 5815 E 43RD, HUTCHINSON, KS 67502. LLC THAT OWNS FARM GROUND IN WYOMING. MEMBER - PREPARE INCOME TAX RETURN. 0 HRS/MO; 0 DURING TRADING HOURS. 7) THE RATZLAFF FAMILY IRREVOCABLE TRUST. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. IRREVOCABLE LIFE INSURANCE TRUST (ILIT) - HOLDS A LIFE INSURANCE POLICY ON THE LIFE OF JOHN AND ELAINE RATZLAFF. TRUSTEE- COLLECT A GIFT FROM JOHN AND ELAINE RATZLAFF EACH YEAR, SEND LETTERS TO THE BENEFICIARIES OF THE TRUST AND THEN PAY THE LIFE INSURANCE COMPANY THE PREMIUM. 0 HRS/MO; 0 DURING TRADING HOURS. 8) SCHMIDT FAMILY IRREVOCABLE CHILDREN'S TRUST. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. IRREVOCABLE TRUST THAT OWNS FARM GROUND. TRUSTEE - NEGOTIATE AND COLLECT FARM RENT, PAY BILLS, FILE INCOME TAX RETURN OF TRUST. 1 HR/MO; 1 DURING TRADING HOURS. 9) SCHMIDT FAMILY IRREVOCABLE GRANDCHILDREN'S TRUST. 517 E. 30TH AVENUE, SUITE C, HUTCHINSON, KS 67502. IRREVOCABLE TRUST HOLDING FARM GROUND FOR THE BENEFIT OF GRANDCHILDREN. TRUSTEE - NEGOTIATE LAND RENT, COLLECT RENT, PAY BILLS AND PREPARE INCOME TAX RETURN. 1 HR/MO; 1 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Trent 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®
NoneExperience
Current
June 22, 2020 - Present
ADAMSBROWN WEALTH CONSULTANTS LLC
Office #1: 517 E. 30th Avenue Suite C, Hutchinson, KS 67502RIA
CRD#: 308410
HUTCHINSON, KS
Current
June 29, 2020 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 517 E 30th Ave Suite C, Hutchinson, KS 67502RIA
BD
CRD#: 120222
Hutchinson, KS
Past
January 10, 2008 - June 25, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Hutchinson, KS
Past
June 13, 2001 - June 25, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Hutchinson, 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".
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 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.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
Arkansas(6/29/2020)
RR
California(6/29/2020)
RR
Colorado(6/29/2020)
RR
Connecticut(11/13/2020)
RR
Florida(4/2/2025)
RR
Georgia(3/30/2022)
RR
Illinois(2/19/2021)
RR
Indiana(8/23/2021)
IAR
Kansas(6/22/2020)
RR
Kansas(6/29/2020)
RR
Kentucky(1/3/2023)
RR
Massachusetts(9/29/2021)
RR
Minnesota(6/29/2020)
RR
Missouri(6/29/2020)
RR
Nebraska(6/29/2020)
IAR
Nebraska(10/20/2020)
RR
New Mexico(8/22/2025)
RR
North Carolina(6/29/2020)
RR
Ohio(9/23/2021)
RR
Oklahoma(6/29/2020)
RR
Oregon(3/2/2021)
RR
South Dakota(6/29/2020)
RR
Tennessee(6/29/2020)
RR
Texas(6/29/2020)
IAR
Texas(12/24/2020)
RR
Virginia(6/29/2020)
RR
Wisconsin(6/29/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
358 N Main Street Suite 100, Wichita, KS 67202
Mailing Address
Phone number
(316) 683-2067
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,991 |
| AUM (Assets Under Management) | $ 880,935,144 |
Red Flags
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