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Mitchell Thompson (AEP®, CDFA, CFP®)

Mitchell Thompson focuses in the
following client markets or areas of practice:

  • AUM
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues

NAPFA Start Date

October 13, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

464 Second Street Suite 208 Excelsior, MN 55331 Phone: (952) 938-3476
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Other Offices

1505 E Hwy 7 Suite 200 Montevideo, MN 56265 Phone: (320) 269-7889
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