Oxbow Advisors
47yrs
Top advisor by experience in Austin
26yrs
Todd Mitman
Financial advisor at Kestra Advisory Services
Todd Mitman has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Austin, Texas. After 20 years at Ameriprise Financial Services, Todd joined Kestra Advisory Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience in Austin
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowKestra Advisory Services, LLCCurrent firm
- 2003 – 2023Ameriprise Financial Services, LLCPreviously
Contact Todd
(844) 553-7872Kestra Advisory Services main office 5707 Southwest Parkway Building 2, Suite 400Austin, TX 78735Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Todd
Tailored to Todd’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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Kestra Advisory Services at (844) 553-7872 and ask for Todd Mitman. Todd works from the Austin, TX office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2000, about 26 years. Top 22% by experience in Austin.
What licenses does Todd hold?
Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd 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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