LPL Financial
47yrs
Top advisor by experience in Grand Rapids
26yrs
Phillip Mitchell
Financial advisor at Kroon & Mitchell Asset Management
Phillip Mitchell has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Grand Rapids, Michigan. Phillip has been with Kroon & Mitchell Asset Management since 2017. Phillip holds the CFA designation.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office29 Pearl Street NW Suite 400, Grand Rapids, MI 49503
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.09 million
Advisors at the firm4
States licensed ?1 state
Services through Kroon & Mitchell Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowKroon & Mitchell Asset Management LLCCurrent firm
Contact Phillip
(616) 356-2002Kroon & Mitchell Asset Management main office 29 Pearl Street NW Suite 400Grand Rapids, MI 49503Office · Get directions X (Twitter) pageKroon & Mitchell Asset Management
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Questions to ask Phillip
Tailored to Phillip’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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 Phillip
How do I contact Phillip?
Call Kroon & Mitchell Asset Management at (616) 356-2002 and ask for Phillip Mitchell. Phillip works from the Grand Rapids, MI office.
How long has Phillip been a financial advisor?
Phillip has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Phillip hold?
Series 65. Tap any license on this page to see what it allows.
Is Phillip a fiduciary?
Phillip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Phillip paid?
Kroon & Mitchell Asset Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Phillip 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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