Mitchell J. Doman

HAYNIE WEALTH MANAGEMENT LLC

Salt Lake City, UT 84119

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CRD#: 7527915

Professional summary

Mitchell James Doman, CFP® is a registered financial advisor currently at HAYNIE WEALTH MANAGEMENT LLC located in Salt Lake City, Utah.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mitchell 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell James Doman'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 25, 2022 - Present

HAYNIE WEALTH MANAGEMENT LLC

Office #1: 1785 West 2300 South, Salt Lake City, UT 84119

RIA

CRD#: 305852

Salt Lake City, UT

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

California
(2/20/2024)

IAR

Colorado
(6/4/2024)

IAR

Texas
(4/12/2023)

IAR

Utah
(3/25/2022)

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: 1/5/2021

Uniform Investment Adviser Law Examination

Current Firm

HAYNIE WEALTH MANAGEMENT LLC

HAMILTON ASSET MANAGEMENT GROUP LLC. | HAYNIE WEALTH MANAGEMENT LLC | HAMILTON WEALTH MANAGEMENT

CRD#: 305852 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Colorado

Registered Investment Advisory firm - (6/4/2024 Approved)

Texas

Registered Investment Advisory firm - (12/3/2019 Approved)

Utah

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

8303 N. Mopac Expy Ste. A-120, Austin, TX 78759

Mailing Address

Phone number

(512) 671-7711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 70,894,557

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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Mitchell J. Doman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell James Doman's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAYNIE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2021

Current Firm

HAYNIE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAYNIE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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