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Keith S. Mitchell

Keith S. Mitchell

President and Principal

Professional Background

With 30 years of financial services experience my focus is on helping clients create wealth and providing them with knowledge to feel confident in achieving. All of their financial goals. We are experienced in retirement planning and have developed a process and tools with the goal to help our clients have a successful retirement. We are also a intellectual capital company with ideas and solutions to meet are clients needs and help solve their problems.


B.S. Agricultural Economics, The University of Wisconsin,1982
Series 7,63 and 65 Registrations
Register Principal series 24 and 51 
Licensed Insurance agent Life and Health


  • Portfolio Building
  • Retirement and income Strategies
  • Investment Strategies
  • Life Insurance Strategies
  • Financial Planning
  • Business Owners

Mission Statement

To provide clients with unique ideas and strategies that can give them confidence and the knowledge to help them build wealth and feel happy about their progress. To ensure that each client has a successful Retirement and build family financial confidence.