Kestra Advisory Services
New
New to the profession
16yrs
Mitchell Everett
Full name on record: Mitchell Stanton Everett
Financial advisor at Kestra Advisory Services
Based in Medina, Tennessee, Mitchell Everett is a fiduciary financial advisor with 16 years of industry experience. Mitchell joined Kestra Advisory Services in 2017, after seven years at Waddell & Reed. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Tennessee
Office503 West Church Street PO Box 160, Medina, TN 38355
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
- 2017 – nowKestra Advisory Services, LLCCurrent firm
- 2010 – 2017Waddell & ReedPreviously
Contact Mitchell
(844) 553-7872Firm headquarters in Austin, TX. Ask for Mitchell. 503 West Church Street PO Box 160Medina, TN 38355Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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 Mitchell
How do I contact Mitchell?
Call Kestra Advisory Services at (844) 553-7872 and ask for Mitchell Everett. Mitchell works from the Medina, TN office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Tennessee.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell 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.