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Kelly Lynn Mitchell

PAYNE WEALTH PARTNERS, INC.·EVANSVILLE, Indiana
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601 N. CROSS POINTE BOULEVARD, EVANSVILLE, IN 47715CRD# 4929813Firm CRD# 105904
01

About

Kelly Lynn Mitchell is a registered financial advisor based in EVANSVILLE, Indiana, affiliated with PAYNE WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PAYNE WEALTH PARTNERS, INC.
PAYNE WEALTH PARTNERS, INC.
AUM
$535M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PAYNE WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: MINIMUM FEES BASED ON NET WORTH AND ASSETS UNDER MANAGEMENT.
Regulatory
SEC/IARD CRD# 4929813
Firm CRD# 105904
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Lynn Mitchell offer?
Kelly Lynn Mitchell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Kelly Lynn Mitchell's credentials?
Kelly Lynn Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lynn Mitchell located?
Kelly Lynn Mitchell is based in EVANSVILLE, Indiana, working with PAYNE WEALTH PARTNERS, INC.. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Kelly Lynn Mitchell charge for services?
Kelly Lynn Mitchell's firm is compensated through percentage of aum, subscription fees, other: minimum fees based on net worth and assets under management.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAYNE WEALTH PARTNERS, INC.?
PAYNE WEALTH PARTNERS, INC. has approximately 12 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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