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Find Top Financial Advisors in Cordova, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Cordova, Tennessee
Last Updated - 21-Sep-2022

Cordova has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Cordova, Tennessee have an average of 16 years of experience.

NOTE: The list of financial advisors in Cordova, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cordova, Tennessee.

Qualified Financial Advisors in Cordova, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mitchell Horst
SELECT WEALTH ADVISERS
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis, TN 38119
16 $110,000,000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Cordova

Qualifications CRD# 4935063
Firm CRD# 171991
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 6075 Poplar Ave.,
Crescent Center STE 406,
Memphis,
TN
38119
Phone Number 901-455-2355

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.
Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

About Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


List of Additional Advisors in Cordova, Tennessee*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Douglas
Inquire with Brian
138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
Bill Maclin
Inquire with Bill
138 Timber Creek Dr, Cordova, TN  38018 901-312-5098
Jimmy Shamoun
Inquire with Jimmy
138 Timber Creek Dr, Cordova, TN  38018 901-312-5060
Guidingpoint Financial Group
Inquire with Guidingpoint
138 Timber Creek Dr, Cordova, TN  38018 901-312-5060
Julie W Terry
Inquire with Julie
138 Timber Creek Dr, Cordova, TN  38018 901-312-5065
Darrell Douglas
Inquire with Darrell
138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
Michael Lowell Turner
Inquire with Michael
138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
Susan Babina
Inquire with Susan
138 Timber Creek Dr, Cordova, TN  38018 901-312-5087
Allstate Personal Financial Representative: Barrett Delk
Inquire with Allstate
1318 Hardwood Trl, Ste 101, Cordova, TN  38016 901-380-5503
Allstate Personal Financial Representative: Angela Taylor
Inquire with Allstate
1425 N Germantown Pkwy, Ste 6, Cordova, TN  38016 901-292-3106
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?