ChooseAFinancialAdvisor.com
Advisors / Utah / Ogden
19yrs

Dwayne Mitchell

Financial advisor at U.S. Bancorp Advisors

Dwayne Mitchell is a fiduciary financial advisor in Ogden, Utah, with 19 years in the industry. After seven years at U.S. Bancorp Investments and a year at Fidelity Personal and Workplace Advisors, Dwayne joined U.S. Bancorp Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. U.S. Bancorp Advisors reports being paid through a percentage of assets.

One of 96 advisors with offices in Ogden, and one of 92 fiduciaries.

Ogden, UT 84401Fiduciary advisor

At a glance

Experience19 years (since 2008)
How that compares ?More experience than 67% of advisors in Utah
Office2590 Washington Blvd, Ogden, UT 84401
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?2 states

Services through U.S. Bancorp Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Feb 2026 – now
  2. 2019 – 2026
    U.S. Bancorp Investments, Inc.Previously
  3. Jul 2018 – Jun 2019
    Fidelity Personal and Workplace AdvisorsPreviously
  4. 2009 – 2018

Questions to ask Dwayne

Tailored to Dwayne’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Dwayne

How do I contact Dwayne?

Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Dwayne Mitchell. Dwayne works from the Ogden, UT office.

How long has Dwayne been a financial advisor?

Dwayne has been in the industry since 2008, about 19 years. More experience than 67% of advisors in Utah.

What licenses does Dwayne hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Dwayne a fiduciary?

Dwayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dwayne paid?

U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Dwayne 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.

Other advisors nearby

Ameriprise Financial Services
44yrs
John Willson
Financial advisor
978 Chambers St Suite 1
Ogden, UT 84403
Top advisor by experience in Ogden
Fiduciary
Call Directions
Merrill
43yrs
Jon Wilson
Financial advisor
2380 Washington Blvd
Ogden, UT 84401
Top 1% by experience in Utah
Fiduciary
Call Directions
Stratos Wealth Partners
42yrs
Craig Adams
Financial advisor
5929 S Fashion Pointe Dr Suite 204
Ogden, UT 84403
Top 1% by experience in Utah
CFP®Fiduciary
Call Directions
LPL Financial
42yrs
Diane Allen
Financial advisor
4768 Harrison Blvd
Ogden, UT 84403
Top 1% by experience in Utah
Fiduciary
Call Directions
Praesideo Management
41yrs
Jeffrey Clark
Financial advisor
1590 W. Park Circle
Ogden, UT 84404
Top 2% by experience in Utah
Fiduciary
Call Directions

See all advisors near Ogden