Kent R. Mitchell

VENTURI PRIVATE WEALTH

BOISE, ID 83702

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CRD#: 4678958

Professional summary

Kent R Mitchell, CPWA® is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Boise, Idaho.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kent has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.

At a Glance

Always Fiduciary

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 Kent R Mitchell'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-12-01

Expire date: 2024-11-30

Experience

Current

May 10, 2019 - Present

VENTURI PRIVATE WEALTH

Office #1: 800 W Main Street Suite 1150, Boise, ID 83702

RIA

CRD#: 169576

BOISE, ID

Past

July 19, 2012 - June 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

July 19, 2012 - June 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Past

October 21, 2010 - July 19, 2012

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

August 24, 2010 - July 19, 2012

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

August 1, 2008 - September 13, 2010

JOSEPH GUNNAR & CO. LLC

CRD#: 24795

NEW YORK, NY

Past

February 25, 2004 - August 26, 2008

CASIMIR CAPITAL L.P.

CRD#: 105061

NEW YORK, NY

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".

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 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

Texas
(5/10/2019)

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: 10/20/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 3/1/2017

General Securities Sales Supervisor - Options Module Examination

Current Firm

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746

Mailing Address

Phone number

(512) 220-2035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENTURI ADV PART 2 (3/12/2026)

Regulatory assets under management

Total Number of Accounts	4,555
AUM (Assets Under Management)	$ 3,581,250,224

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
02/03/2025	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Kent R. Mitchell

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kent R Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

JOSEPH GUNNAR & CO. LLC

CASIMIR CAPITAL L.P.

Primary Firm SEC Registration

VENTURI PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2010

Series 63

Date: 3/1/2004

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2004

Series 9

Date: 3/1/2017

Current Firm

VENTURI PRIVATE WEALTH

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VENTURI PRIVATE WEALTH

TRUST BUT VERIFY

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