Michael D. Mitchell

VALUES FIRST ADVISORS

GREENVILLE, IL

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CRD#: 5836607

Professional summary

Michael Dale Mitchell is a registered financial advisor currently at VALUES FIRST ADVISORS, INC. located in Greenville, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

Michael Mitchell has served as a Product Manager for Eurofins Pharma Discovery Service (Saint Charles, MO) since October 2016. He works with pharmaceutical customers to assess drug safety and efficacy. This is Mr. Mitchell's primary employment. He devotes approximately 8 hours a day to this non-investment related activity, approximately 6 hours of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dale 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®

None

Experience

Current

November 15, 2010 - Present

VALUES FIRST ADVISORS, INC.

RIA

CRD#: 148532

GREENVILLE, IL

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".

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 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

Illinois
(11/15/2010)

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: 11/13/2010

Uniform Investment Adviser Law Examination

Current Firm

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 Approved)

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Contact information

Main Address

801 Sunset Drive Suite C100, Johnson City, TN 37604

Mailing Address

Phone number

(877) 832-3847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALUES FIRST ADVISORS, INC. FORM ADV BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	1,504
AUM (Assets Under Management)	$ 201,956,787

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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Michael D. Mitchell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dale Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUES FIRST ADVISORS, INC.

Primary Firm SEC Registration

VALUES FIRST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2010

Current Firm

VALUES FIRST ADVISORS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUES FIRST ADVISORS, INC.

TRUST BUT VERIFY

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