Mitchel T. Faulkner

DESTINY WEALTH PARTNERS

St. Charles, MO

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CRD#: 6745262

Professional summary

Mitchel Travis Faulkner, CFP® is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in St. Charles, Missouri.

Mitchel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mitchel 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Travis Faulkner'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®

CFP^®

Certified Financial Planner

Experience

Current

September 18, 2025 - Present

DESTINY WEALTH PARTNERS, LLC

RIA

CRD#: 171346

St. Charles, MO

Past

January 8, 2021 - September 2, 2025

MAI CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109807

St. Louis, MO

Past

March 1, 2018 - December 23, 2020

GREENWAY FAMILY OFFICE, LLC

RIA

CRD#: 153070

ST LOUIS, MO

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".

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 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

Missouri
(9/18/2025)

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: 3/1/2018

Uniform Investment Adviser Law Examination

Current Firm

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

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Contact information

Main Address

2100 Lake Eustis Dr., Tavares, FL 32778

Mailing Address

Phone number

(352) 343-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP BROCHURE (8/28/2025)

DESTINY WEALTH PARTNER PART 2A BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	3,030
AUM (Assets Under Management)	$ 1,125,679,810

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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Mitchel T. Faulkner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Travis Faulkner's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINY WEALTH PARTNERS, LLC

MAI CAPITAL MANAGEMENT, LLC

GREENWAY FAMILY OFFICE, LLC

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2018

Current Firm

DESTINY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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