Tannen Mitchell-briggs

MYRNA MITCHELL, MBA, CFP

Denver, CO

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CRD#: 5648516

Professional summary

Tannen Mitchell-briggs, CFP® is a registered financial advisor currently at MYRNA MITCHELL, MBA, CFP located in Denver, Colorado and MOUNTAINAIRE FINANCIAL STRATEGIES located in Denver, Colorado.

Tannen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Tannen has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

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.

- Property Manager of my own real estate investments - NOT investment-related - 4210 W 53rd Ave, Denver, CO 80212 - Sole-Proprietor - 04/01/2015 Start Date - 70hrs/mo - All time spent on this can be done outside of securities trading hours (i.e. nights and weekends) - Management of tenants, general property upkeep/maintenance/improvement

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tannen Mitchell-briggs'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 22, 2015 - Present

MYRNA MITCHELL, MBA, CFP

RIA

CRD#: 118531

Denver, CO

Current

February 4, 2025 - Present

MOUNTAINAIRE FINANCIAL STRATEGIES

RIA

CRD#: 304419

Denver, CO

Past

August 6, 2019 - December 31, 2024

MOUNTAINAIRE FINANCIAL STRATEGIES

RIA

CRD#: 304419

DENVER, CO

Past

June 5, 2009 - January 20, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

RAPID CITY, SD

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

Colorado
(5/22/2015)

IAR

South Dakota
(5/26/2015)

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: 11/7/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/4/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOUNTAINAIRE FINANCIAL STRATEGIES

MOUNTAINAIRE FINANCIAL STRATEGIES | MOUNTAINAIRE FINANCIAL STRATEGIES LLC

CRD#: 304419 / SEC#:

Colorado

Registered Investment Advisory firm - (8/6/2019 Approved)

South Dakota

Registered Investment Advisory firm - (3/3/2025 Approved)

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Contact information

Main Address

Denver, CO

Mailing Address

Phone number

(303) 947-3369

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 27,144,558

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Tannen Mitchell-briggs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tannen Mitchell-briggs's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYRNA MITCHELL, MBA, CFP

MOUNTAINAIRE FINANCIAL STRATEGIES

MOUNTAINAIRE FINANCIAL STRATEGIES

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2014

Series 63

Date: 6/17/2009

Series 6

Date: 6/4/2009

Current Firm

MOUNTAINAIRE FINANCIAL STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOUNTAINAIRE FINANCIAL STRATEGIES

TRUST BUT VERIFY

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