Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
5yrs
Dylan Mitchell
Full name on record: Dylan Scott Mitchell
Financial advisor at Cetera Investment Advisers
Based in Tulsa, Oklahoma, Dylan Mitchell is a fiduciary financial advisor with 5 years of industry experience. Dylan has been with Cetera Investment Advisers since 2023; before that, Dylan spent two years at Securian Financial Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1616 S Main St, Tulsa, OK 74119
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- Oct 2021 – Aug 2023Securian Financial Services, Inc.Previously
Contact Dylan
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Dylan. 1616 S Main StTulsa, OK 74119Office · Get directions
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Questions to ask Dylan
Tailored to Dylan’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 Dylan
How do I contact Dylan?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Dylan Mitchell. Dylan works from the Tulsa, OK office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan 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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