Oneamerica Securities
22yrs
Top advisor by experience in Millcreek
6yrs
Andrew Mitchell
Financial advisor at Affinity Financial
Andrew Mitchell is a fiduciary financial advisor in Millcreek, Utah, with 6 years in the industry. Andrew joined Affinity Financial in 2021, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 12 advisors with offices in Millcreek, and one of 12 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?More experience than 50% of advisors in Millcreek
Office670 E 3900 S Suite 106, Millcreek, UT 84107
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$31,711
States licensed ?1 state
Services through Affinity Financial
Financial planningInvestment management for individuals and small businesses
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
- 2021 – nowAffinity Financial, LLCCurrent firm
Contact Andrew
(801) 703-5255Affinity Financial main office 670 E 3900 S Suite 106Millcreek, UT 84107Office · Get directions
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- 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 Andrew
How do I contact Andrew?
Call Affinity Financial at (801) 703-5255 and ask for Andrew Mitchell. Andrew works from the Millcreek, UT office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2020, about 6 years. More experience than 50% of advisors in Millcreek.
What licenses does Andrew hold?
Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Affinity Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Andrew 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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