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Barbara Jean Roszel

MITCHELL CAPITAL MANAGEMENT CO·LEAWOOD, Kansas
Unclaimed Profile
11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211-7822CRD# 5107445Firm CRD# 106338
01

About

Barbara Jean Roszel is a registered financial advisor based in LEAWOOD, Kansas, affiliated with MITCHELL CAPITAL MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MITCHELL CAPITAL MANAGEMENT CO
MITCHELL CAPITAL MANAGEMENT CO
AUM
$763M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MITCHELL CAPITAL MANAGEMENT CO →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5107445
Firm CRD# 106338
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jean Roszel offer?
Barbara Jean Roszel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEAWOOD, Kansas for a consultation.
What are Barbara Jean Roszel's credentials?
Barbara Jean Roszel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Roszel located?
Barbara Jean Roszel is based in LEAWOOD, Kansas, working with MITCHELL CAPITAL MANAGEMENT CO. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Barbara Jean Roszel charge for services?
Barbara Jean Roszel'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 MITCHELL CAPITAL MANAGEMENT CO?
MITCHELL CAPITAL MANAGEMENT CO has approximately 9 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEAWOOD
Steven Kenneth Braun — COGNIOS CAPITAL, LLCJames Evans Stowers Iii — COGNIOS CAPITAL, LLCKelly Gamble — FREESTATE ADVISORS LLCRobert M Day — MITCHELL CAPITAL MANAGEMENT COJohn Gerard Brandmeyer — COGNIOS CAPITAL, LLC
Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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