Brent Mitcham, MS, CFP®
Partner, Senior Financial Advisor
Brent has been with Strategic Financial Advisors for over a decade. He obtained a Bachelor of Science from Texas Tech University. He was able to maintain his studies while serving Texas Tech as a student athlete and lettering in football.
Brent obtained his Master of Science (MS) degree in Personal Financial Planning from Kansas State University. Alongside his Master of Science Brent also holds the certification as a CERTIFIED FINANCIAL PLANNERTM professional (CFP®).
He serves Strategic Financial Advisors as Chief Operations Officer (COO) and is responsible for the day-to-day oversight of excellence in customer service and financial planning solutions for our clients.
In addition, Brent is also serving clients by helping them address their financial needs through tailored financial planning.
DESIGNATIONS, CERTIFICATIONS AND LICENSES
- Master of Science (MS)
- CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
- Series 7 (General Securities)
- Series 6 (Investment Company Products/Variable Contracts Representative)
- Series 65 (Uniform Investment Adviser Law)
- Series 63 (Uniform Securities Agent State Law)
- SIE (Securities Industry Essentials)
- Group 1 (Life and Health Insurance)
- Licensed in Texas
- CRD Number 6442522
- CFP Number 205639