Christopher W. Mitchell, CFP®
- With IAG since: 2005
- Professional Certifications: Certified Financial Planner™
- Personal: Family, travel, sports, and outdoor pursuits
- Phone: 262-446-8150
- Fax: 262-446-8135
- Email: moc.s1556222478rentr1556222478aphtl1556222478aewga1556222478i@lle1556222478hctim1556222478c1556222478
I have to credit my grandmother for getting me interested in investing. When I was a kid, she bought Ford Motors stock for me and I’ve been fascinated with investing ever since. IAG Wealth Partners encourages us to know our clients “beyond the numbers.” We are problem-solvers, developing strategies to address peoples’ goals today and tomorrow.
With a passion for helping people, investment and financial planning has come so naturally. I especially enjoy getting to know my retired clients. They have a wealth of life experience and insight on the world that they inspire me and build my perspective.
Our client-focused social events are a good way to get to know our clients too. Our Shredding Picnic is one of my favorites. We get to know our clients’ entire families while we help them reduce the paper clutter in their lives. It’s always a great time.
I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial planning.
Chris and his wife Hashini live in Brookfield with their son and daughter. He enjoys a wide variety of activities, including scuba diving, downhill skiing, and tennis, but his real passion is international travel. He has visited more than 40 countries while working on his goal to visit one country for every year he has lived.
Chris has been quoted in the Wall Street Journal, has been honored on the 2019 Forbes Best-in-State Wealth Advisor ranking and Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2009-2015*. He also volunteers through his church and is a board member of the Wauwatosa Mayfair chapter of Rotary International.
*2013 & 2015 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.