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Our financial advice team


Wendy Mitchell, Financial Advisor serving the St Joseph, MI area - Ameriprise Advisors

Wendy Mitchell

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Wales Wealth Management Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Intergenerational Planning
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, Calvin College 1992

Awards & recognition

  • Wales Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Wales Wealth Management Group, Ameriprise Client Experience Award, 2020 - 2022

Previous experience

  • Financial Planner, SagePoint Financial, 2012 - 2018
  • Investment Advisor, NEXT Financial Group, Inc., 2004 - 2012
  • Financial Services Representative, AXA Advisors, 1998 - 2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Honored to be recognized in Forbes

I’m excited to share that Wales Wealth Management Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.