Mitchell A. Strickling
Professional summary
Mitchell Andrew Strickling, CFP®, CPWA®, who also goes by Mitch Strickling, is a registered financial advisor currently at GUIDING FINANCIAL located in Austin, Texas.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mitchell has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Andrew Strickling's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Start date: 2020-06-02
Expire date: 2024-05-31
Experience
January 1, 2021 - Present
GUIDING FINANCIAL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2021)
Current Firm
GUIDING FINANCIAL
CRD#: 311779 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 69 |
| AUM (Assets Under Management) | $ 85,668,322 |
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.
