Unclaimed Profile

Michael E Mitchell

SPOTLIGHT ASSET GROUP, INC.·OAKBROOK TERRACE, Illinois

Series 7, Series 66Clean record18 years registeredSPOTLIGHT ASSET GROUP, INC.

2 MID AMERICA PLAZA, OAKBROOK TERRACE, IL 60181-4717CRD# 5167022Firm CRD# 288076

Profile Verification

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

Identity

Michael E Mitchell · OAKBROOK TERRACE, IL

Registration

CRD #5167022 · SPOTLIGHT ASSET GROUP, INC. · 18 years registered

Brand Profile

Not yet started

Career History

GREENUP STREET WEALTH MANAGEMENT LLC

Nov 2021 – present

SPOTLIGHT ASSET GROUP

May 2017 – Sep 2020

Oakbrook Terrace, IL

CREATIVE PLANNING

Oct 2013 – May 2017

Warrenville, IL

WEALTHQUEST CORPORATION

May 2013 – Nov 2013

CINCINNATI, OH

J.P. MORGAN SECURITIES LLC

Oct 2012 – Mar 2013

WILMETTE, IL

CHASE INVESTMENT SERVICES CORP.

Dec 2011 – Oct 2012

WILMETTE, IL

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jun 2010 – Oct 2011

CHICAGO, IL

TD AMERITRADE, INC.

Jun 2010 – Oct 2011

CHICAGO, IL

STRATEGIC ADVISERS, INC.

Sep 2007 – Jun 2010

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 17, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPOTLIGHT ASSET GROUP, INC.

CRD 288076 · SEC 801-110415

AUM

$205M

Regulatory assets under management

Employees

398 client accounts

Services offered by SPOTLIGHT ASSET GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPOTLIGHT ASSET GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Michael E Mitchell offer?

Michael E Mitchell specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Michael E Mitchell's credentials?

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

Where is Michael E Mitchell located?

Michael E Mitchell is based in OAKBROOK TERRACE, Illinois, working with SPOTLIGHT ASSET GROUP, INC.. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Michael E Mitchell charge for services?

Michael E Mitchell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPOTLIGHT ASSET GROUP, INC.?

SPOTLIGHT ASSET GROUP, INC. has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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