Unclaimed Profile

Tina Louise Mitchell

BONNIE WUSZ & ASSOCIATES, INC.·ORANGE, California

Clean recordBONNIE WUSZ & ASSOCIATES, INC.

3111 N. TUSTIN STREET, ORANGE, CA 92865CRD# 1727463Firm CRD# 116471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tina Louise Mitchell · ORANGE, CA

Registration

CRD #1727463 · BONNIE WUSZ & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tina Louise Mitchell is a registered financial advisor based in ORANGE, California, affiliated with BONNIE WUSZ & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BONNIE WUSZ & ASSOCIATES, INC.

BW & ASSOCIATES, INC.

AUM

$523M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BONNIE WUSZ & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1727463

Firm CRD# 116471

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tina Louise Mitchell offer?

Tina Louise Mitchell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORANGE, California for a consultation.

What are Tina Louise Mitchell's credentials?

Tina Louise Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tina Louise Mitchell located?

Tina Louise Mitchell is based in ORANGE, California, working with BONNIE WUSZ & ASSOCIATES, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Tina Louise Mitchell charge for services?

Tina Louise Mitchell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BONNIE WUSZ & ASSOCIATES, INC.?

BONNIE WUSZ & ASSOCIATES, INC. has approximately 5 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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