LPL Financial
31yrs
Top advisor by experience in Greenville
16yrs
Michael Mitchell
Full name on record: Michael Dale Mitchell
Financial advisor at Values First Advisors
Based in Greenville, Illinois, Michael Mitchell is a fiduciary financial advisor with 16 years of industry experience. Michael joined Values First Advisors in 2010, a firm offering financial planning, investment management, and selecting outside investment managers. Values First Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Greenville, and one of 7 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
OfficeGreenville, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$220,558
Advisors at the firm7
States licensed ?1 state
Services through Values First Advisors
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 65Uniform Investment Adviser Law Examination
Career
- 2010 – nowValues First Advisors, Inc.Current firm
Contact Michael
(877) 832-3847Firm headquarters in Johnson City, TN. Ask for Michael. Greenville, ILOffice · Get directions Firm websiteHTTPS://WWW.VALUESFIRST.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Values First Advisors at (877) 832-3847 and ask for Michael Mitchell. Michael works from the Greenville, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Values First Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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