Kara R. Mitchell
Professional summary
Kara Rebecca Mitchell, CFP®, CPWA®, who also goes by Kara Rebecca Bundenthal, Kara Rebecca Caruth, Kara Caruth, is a registered financial advisor currently at ISTO ADVISORS, LLC located in Troy, Michigan.
Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kara has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kara Rebecca Mitchell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Start date: 2020-11-16
Expire date: 2024-10-31
Experience
October 4, 2016 - Present
ISTO ADVISORS, LLC
Office #1: 2150 Butterfield Drive, Suite 220, Troy, MI 48084June 11, 2014 - August 30, 2016
LPL FINANCIAL LLC
January 3, 2014 - August 10, 2017
SNOOK HOUSEY ADVISORS, INC.
April 4, 2012 - July 1, 2013
NORTHSTAR FINANCIAL PARTNERS, INC.
Primary Firm SEC Registration
ISTO ADVISORS, LLC
CRD#: 284560 / SEC#: 801-108409
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2020)
(10/4/2016)
Exams
Current Firm
ISTO ADVISORS, LLC
CRD#: 284560 / SEC#: 801-108409
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,548 |
| AUM (Assets Under Management) | $ 871,638,436 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 04/28/2024 | ||
| 01/23/2023 |
Red Flags
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