Saxony Capital Management
40yrs
Top advisor by experience in Lincolnshire
39yrs
Robert Mitchell
Full name on record: Robert Glenn Mitchell
Financial advisor at Dukes Lane Investments
Robert Mitchell has worked in the financial industry for 39 years and is a financial advisor based in Lincolnshire, Illinois. Robert has been with Dukes Lane Investments since 2019. Robert holds the CFA designation.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Lincolnshire
OfficeLincolnshire, IL
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1 million
States licensed ?1 state
Services through Dukes Lane Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowDukes Lane Investments LLCCurrent firm
Contact Robert
(312) 497-9204Dukes Lane Investments main office Lincolnshire, ILOffice · Get directions Firm websitewww.dukeslaneinvest.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Dukes Lane Investments at (312) 497-9204 and ask for Robert Mitchell. Robert works from the Lincolnshire, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1987, about 39 years. Top 4% by experience in Lincolnshire.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Dukes Lane Investments reports being paid by a percentage of the assets they manage, hourly fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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