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Brian D. Mitchell

Investment Adviser Representative at MITCHELL & PAHL PRIVATE WEALTH

Oklahoma City, OKCRD #4498478Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
OklahomaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/1/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 10/28/2005
Series 31
Futures Managed Funds Examination
Passed 5/13/2005
Series 7
General Securities Representative Examination
Passed 3/7/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
Next $1,000,0000.75%
Over $2,000,0000.50%
Source

Mitchell & PAHL Private Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MITCHELL & PAHL PRIVATE WEALTHCurrent
6/9/2020 – Oklahoma City, OK
WELLS FARGO CLEARING SERVICES, LLC
9/22/2005 – 6/10/2020Oklahoma City, OK
MORGAN STANLEY
4/26/2002 – 8/29/2005Norman, OK

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MITCHELL & PAHL PRIVATE WEALTH

1 other advisor in the directory

Candace Pahl
Investment Adviser Representative
Dual-registered
View MITCHELL & PAHL PRIVATE WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian D. Mitchell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.