Merrill
47yrs
Top advisor by experience in Oklahoma City
25yrs
Brian Mitchell
Full name on record: Brian D. Mitchell
Financial advisor at Mitchell & Pahl Private Wealth
Based in Oklahoma City, Oklahoma, Brian Mitchell is a fiduciary financial advisor with 25 years of industry experience. Brian has been with Mitchell & Pahl Private Wealth since 2020; before that, Brian spent 15 years at Wells Fargo Advisors and three years at Morgan Stanley DW. Mitchell & Pahl Private Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office1001 NW 71st Street Suite 4, Oklahoma City, OK 73116
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.97 million
Advisors at the firm2
States licensed ?1 state
Services through Mitchell & Pahl Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing 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
- 2020 – nowMitchell & Pahl Private WealthCurrent firm
- 2005 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2005Morgan Stanley DW Inc.Previously
Contact Brian
(405) 608-2280Mitchell & Pahl Private Wealth main office 1001 NW 71st Street Suite 4Oklahoma City, OK 73116Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Brian
How do I contact Brian?
Call Mitchell & Pahl Private Wealth at (405) 608-2280 and ask for Brian Mitchell. Brian works from the Oklahoma City, OK office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Mitchell & Pahl Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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