Mitchell Dudley
Advisor at Kinetic Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kinetic Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oak Brook, IL 60523
Credentials
Series 65
Mitchell Dudley is a Series 65-licensed advisor at Kinetic Investment Management, Inc. with one year of experience in the financial services industry. His prior roles include positions at Tegus and SWYFT Solutions, LLC, as well as experience as a self-employed sales consultant. Kinetic Investment Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets and employs a variety of analytical methods with a primary long-term trading orientation.
Based on Kinetic Investment Management, Inc.
Based on Kinetic Investment Management, Inc.
Fixed financial planning fees between $1,000 and $10,000 depending on services.
Commissions for sale of insurance products via Kinetic Financial & Insurance Solutions, Inc.
Hourly financial planning fees between $100 and $500 per hour.
Fee-only: Financial planning fees range between $1,000 and $10,000 fixed fee; hourly fees between $100 and $500 per hour.
1301 West 22nd Street, Suite 202
Oak Brook, IL 60523
Illinois
Kinetic Investment Management, Inc.
2026 - Present (1 year)
Self Employed Sales Consultant
2024 - 2026 (2 years)
SWYFT Solutions, LLC
2023 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
Tegus
2020 - 2023 (3 years)
The National Student Leadership Forum
2019 - 2020 (1 year)
Cosmic Eye Brewery
2019 - 2019 (1 year)
Midwest Roadside Safety Facility (MwRSF)
2018 - 2018 (1 year)
University of Nebraska Department of Agronomy and Horticulture
2017 - 2017 (1 year)
University of Nebraska - Lincoln
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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