Stifel, Nicolaus & Company
47yrs
Top advisor by experience in North Dakota
2yrs
Cullen Mitzel
Financial advisor at Osaic Wealth
Cullen Mitzel is a fiduciary financial advisor in Bismarck, North Dakota, with 2 years in the industry. Cullen joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 162 advisors with offices in Bismarck, and one of 156 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office401 N. 4th St, Bismarck, ND 58501
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
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
- Apr 2025 – nowOsaic Wealth, Inc.Current firm
Contact Cullen
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Cullen. 401 N. 4th StBismarck, ND 58501Office · Get directions
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Questions to ask Cullen
Tailored to Cullen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Cullen
How do I contact Cullen?
Call Osaic Wealth at (800) 821-5100 and ask for Cullen Mitzel. Cullen works from the Bismarck, ND office.
How long has Cullen been a financial advisor?
Cullen has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Cullen hold?
Series 66. Tap any license on this page to see what it allows.
Is Cullen a fiduciary?
Cullen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cullen paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cullen 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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