Daniel William Mitchell

Financial advisor at D.M. Wealth Management, Inc. · Norman, OK

Last updated 2026-10-10

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Daniel William Mitchell is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK, CRD 2263169. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2001-07-25.

Registration

CRD number
2263169
Registration status
Active
IAPD registration
2001-07-25
Industry Experience
25 years
Work Experience
20 years
States registered
OK

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2006-08 to Present · Noble Public Schools · Noble, OK
  • 2010-01 to 2018-06 · Investment Counseling Services · Norman, OK
  • 2018-05 to Present · D.M. Wealth Management, Inc. · Norman, OK

Current employment

  • D.M. Wealth Management, Inc. · Norman, OK

SEC IAPD record for Daniel William Mitchell

About

Daniel William Mitchell is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 20 years of reported work history.

Location

309 East Main Street, Norman, OK 73069

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Official record

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