• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
IAN G MITZ
CRD#: 4484452
IA
Investment Adviser
B
Previous Broker
MITZ WEALTH MANAGEMENT, LLCCRD#: 300052 PASCO, WA
Registration History
2002200420062008201020122014201620182020202220242026IAMITZ WEALTH MANAGEMENT, LLC (CRD# 300052)2019 - Present (6 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2002 - 2019 (16 years)IANORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2008 - 2016 (8 years)
License(s)

State Registrations

IA
Washington 2/28/2019

Current Registration(s)
IA
MITZ WEALTH MANAGEMENT, LLC (CRD#:300052)
PASCO, WA
Registered with this firm since 2/28/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
B
05/02/2002 - 02/26/2019 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) KENNEWICK, WA
IA
02/04/2008 - 09/14/2016 NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC (CRD#:2881) KENNEWICK, WA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.