Mitchell D Moore
Advisor at Strong Wealth — Colorado Springs, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Colorado Springs, CO
Strong Wealth
Supported
Total advisors
2Clients per advisor
30 LowAvg AUM per client
$409,928 LowHNW client ratio
27% TypicalMitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, holding Series 63 and Series 65 licenses with six years of industry experience. Before joining Strong Wealth in 2021, he worked at Charles Schwab for one year and held roles at Indiana University and IUPUC. Strong Wealth offers comprehensive financial planning and discretionary investment management for individuals and high-net-worth clients, emphasizing bitcoin integration into long-term strategies. The firm uses a proprietary dynamic allocation approach combining ETFs—including a bitcoin ETF—with equities, commodities, and fixed income, guided by technical and cyclical analysis.
Based on Strong Wealth
Ongoing Financial Planning fixed annual fee starting at $6,000; Project-Based Financial Planning fixed fees starting at $2,500
1.00% annually
Minimum fee: Ongoing Financial Planning fees starting at $6,000 annually; Project-Based Financial Planning fees starting at $2,500 per engagement
Colorado Springs, CO
Colorado Springs CO
Advisors at this office
2
Florida · Indiana · Texas
6 years of industry experience
Strong Wealth
2021 - Present • 5 years
Zionsville, IN
Charles Schwab
2020 - 2021 • 1 year
Indianapolis, IN
Indiana University
2017 - 2019 • 2 years
Bloomington, IN
IUPUC
2016 - 2017 • 1 year
Columbus, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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