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Kenneth Mitchell

Advisor at Mitchell Group Delaware LLC

Updated today

Location

Sweet Home, TX 77987

Credentials

Series 63, Series 65

Industry experience

28 years

About

Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Client services

Based on Mitchell Group Delaware LLC

Portfolio management Selection of other advisers

Expertise

Based on Mitchell Group Delaware LLC

Annuities

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Fee options

Percentage

$1 - $5,000,000: 2.00% $5,000,001 - $25,000,000: 1.50% $25,000,001 - $100,000,000: 1.00% Above $100,000,000+: 0.50%

Other

Account minimum: $50,000

Location

239 County Road, 389 A

Sweet Home, TX 77987

Most active in

Delaware · Texas

Work history

Mitchell Group Delaware LLC (154959)

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eric B

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Gary K

Series 63, Series 65

Shiner, TX

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Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

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Yoakum, TX

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Robert L

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Hallettsville, TX

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Russell G

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Yoakum, TX

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Russell Goebel is a financial advisor with Edward Jones in Yoakum, Texas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Goebel Ranch, raising cattle and livestock for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

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