Vanweelden Wealth Management
27yrs
Top 22% by experience in Ohio
30yrs
Bridget Eileen Mitchell
Financial advisor at Captrust
At a glance
Experience30 years (since 1996)
How that compares ?Top advisor by experience in West Chester Township
Office9078 Union Centre Blvd #102, West Chester Township, OH 45069
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowCaptrustCurrent firm
Questions to ask Bridget
Tailored to Bridget’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bridget
How do I contact Bridget?
Call Captrust at 919-870-6822 and ask for Bridget Eileen Mitchell. Bridget works from the West Chester Township, OH office.
How long has Bridget been a financial advisor?
Bridget has been in the industry since 1996, about 30 years. Top advisor by experience in West Chester Township.
What licenses does Bridget hold?
Series 63. Tap any license on this page to see what it allows.
Is Bridget a fiduciary?
Bridget is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bridget paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Bridget for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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