Unclaimed Profile

Kara Rebecca Mitchell

ISTO ADVISORS, LLC·TROY, Michigan

SIE, Series 7, Series 63, Series 65CFPClean record14 years registeredISTO ADVISORS, LLC

2150 BUTTERFIELD DRIVE, TROY, MI 48084CRD# 5982283Firm CRD# 284560

Profile Verification

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

Identity

Kara Rebecca Mitchell · TROY, MI

Registration

CRD #5982283 · ISTO ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ISTO ADVISORS, LLC

Oct 2016 – present

SNOOK HOUSEY ADVISORS, INC.

Jan 2014 – Aug 2017

TROY, MI

NORTHSTAR FINANCIAL PARTNERS, INC.

Apr 2012 – Jul 2013

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 4, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTO ADVISORS, LLC

CRD 284560 · SEC 801-108409

AUM

$766M

Regulatory assets under management

Employees

2,383 client accounts

Services offered by ISTO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ISTO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kara Rebecca Mitchell offer?

Kara Rebecca Mitchell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Kara Rebecca Mitchell's credentials?

Kara Rebecca Mitchell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kara Rebecca Mitchell located?

Kara Rebecca Mitchell is based in TROY, Michigan, working with ISTO ADVISORS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Kara Rebecca Mitchell charge for services?

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

How large is ISTO ADVISORS, LLC?

ISTO ADVISORS, LLC has approximately 21 employees and manages $766M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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