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Candace Pahl

MITCHELL & PAHL PRIVATE WEALTH
Oklahoma City, OK 73116
Some features on this profile are disabled
CRD#: 4688775
CP

Professional summary

Candace Pahl, who also goes by Candace Margaret Large, Candace Margaret Saunier, Candace Saunier, is a registered financial advisor currently at MITCHELL & PAHL PRIVATE WEALTH located in Oklahoma City, Oklahoma.

Candace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Candace has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Candace Margaret Large | Candace Margaret Saunier | Candace Saunier

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 Candace Pahl'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

June 9, 2020 - Present

MITCHELL & PAHL PRIVATE WEALTH

Office #1: 1001 Nw 71st Street Suite 4, Oklahoma City, OK 73116
RIA
CRD#: 307625
Oklahoma City, OK
Past

August 6, 2008 - June 10, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
OKLAHOMA CITY, OK
Past

August 6, 2008 - June 10, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
OKLAHOMA CITY, OK
Past

February 8, 2007 - August 18, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
OKLAHOMA CITY, OK
Past

February 6, 2007 - August 18, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
OKLAHOMA CITY, OK
Past

November 15, 2006 - February 5, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TULSA, OK
Past

October 11, 2006 - February 5, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TULSA, OK
Past

January 19, 2005 - March 10, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
COLORADO SPRINGS, CO

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".
M&
MITCHELL & PAHL PRIVATE WEALTH
MITCHELL & PAHL PRIVATE WEALTH | MITCHELL & PAHL PRIVATE WEALTH, LLC

CRD#: 307625 / SEC#: 801-118315

RIA
Registered Investment Advisory firm - (3/27/2020 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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(6/9/2020)
IAR
Texas
(6/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/2005
General Securities Representative Examination

Current Firm

M&
MITCHELL & PAHL PRIVATE WEALTH
MITCHELL & PAHL PRIVATE WEALTH | MITCHELL & PAHL PRIVATE WEALTH, LLC

CRD#: 307625 / SEC#: 801-118315

RIA
Registered Investment Advisory firm - (3/27/2020 Approved)
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Contact information

Main Address
1001 Nw 71st Street Suite 4, Oklahoma City, OK 73116
Mailing Address
Phone number
(405) 608-2280
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MITCHELL & PAHL FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2/3/2026)
MITCHELL & PAHL FORM ADV PART 2A BROCHURE (2/3/2026)

Regulatory assets under management

Total Number of Accounts920
AUM (Assets Under Management)$ 449,942,478

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/12/2025
Cover Page
Report
11/18/2024
Cover Page
Report
07/26/2023
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.

Company Information

MITCHELL & PAHL PRIVATE WEALTH

CRD#: 307625Oklahoma City, OK 73116

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