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Advisors / Illinois / Wheaton
2yrs

Mitchell Becker

Financial advisor at First Trust Advisors

Mitchell Becker is a fiduciary financial advisor in Wheaton, Illinois, with 2 years in the industry. Mitchell joined First Trust Advisors in 2025, after less than a year at Strategic Advisers and less than a year at Fidelity Personal and Workplace Advisors. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.

One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.

Wheaton, IL 60187Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office120 E. Liberty Drive Suite 400, Wheaton, IL 60187
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state

Services through First Trust Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications

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

  1. Apr 2025 – now
  2. Mar 2025 – Apr 2025
  3. Nov 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Mitchell

Tailored to Mitchell’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Mitchell

How do I contact Mitchell?

Call First Trust Advisors at (630) 765-8000 and ask for Mitchell Becker. Mitchell works from the Wheaton, IL office.

How long has Mitchell been a financial advisor?

Mitchell has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Mitchell hold?

Series 66. Tap any license on this page to see what it allows.

Is Mitchell a fiduciary?

Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mitchell paid?

First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Mitchell 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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