KM
Kara L. Mitchell
ADVISOR SHARE WEALTH MANAGEMENT
Port Angeles, WA
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CRD#: 6668314
KM
Professional summary
Kara Lynn Mitchell is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Port Angeles, Washington.
Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kara has worked at 3 firms 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.
The Name of the other business: GoldenCrest Consulting
Investment Related?: No
Address of other business: 111 Bank Street, #182, Grass Valley, CA 95945
Nature of other business: Lead Generation, business consulting, collaborative business dvelopment
Your position: President/Owner
Start Date: 8/1/2019
How many hours you devote to the other business per month: 25
How many hours you devote to the other business during securities trading hours: 15
Briefly describe your duties: I will be providing leads to small business owners, like: mortgage brokers, real estate agents, financial advisors, insurance agents, attorneys, etc. I market my services to small business owners on LinkedIN. I use an outside lead generation service and support system. I manage the relationship with the client, quality and volume of leads over time. I also will coach these business owners towards decommoditization concepts and to consider joining the CPA Plus Network Collaborative.
Goldencrest Financial
412 E Main Street Suite L Grass Valley, CA 95945
President
8/2010
Investment Related
Sales of fixed annuities, life insurance, and long term care insurance.
Prospecting, marketing sales. application submissions, reviews.
80 hours approx each month
80 hours during security exchange hours
CRS (Client Relationship Summary) - RIA
Click below to view Kara Lynn Mitchell'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®
NoneExperience
Current
March 24, 2023 - Present
ADVISOR SHARE WEALTH MANAGEMENT, LLC
RIA
CRD#: 307997
Port Angeles, WA
Past
August 18, 2016 - March 26, 2021
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Grass Valley, CA
Past
June 10, 2016 - August 3, 2016
TUCKER ASSET MANAGEMENT LLC
RIA
CRD#: 174844
Grass Valley, CA
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".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)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
Washington(3/24/2023)
Current Firm
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Mailing Address
Phone number
(866) 232-3251
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 185,181,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
