Skip to content

About
How We Help
Insights
Contact

Insights

Ten to Watch in 2026: Kristi Mitchem

WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.

Ten to Watch in 2026 Download

Back to Insights

Every plan deserves
personal attention.

Schedule a Conversation

Home
About
How We Help
Insights
Contact
Client Login

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

LinkedIn

©

CirclePoint Financial

All Rights Reserved.

Website by Oechsli

BrokerCheck by FINRA

Home
About
How We Help
Insights
Contact
Client Login