Advisor at Myrna Mitchell, MBA, CFP
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Firm
Myrna Mitchell, MBA, CFP
Location
Rapid City, SD
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Tannen Mitchell Briggs is a CFP®-certified financial advisor with 10 years of industry experience, currently operating as the sole advisor at Mountainaire Financial Strategies in Denver, CO. Prior to founding his firm, he worked at Qep Resources from 2015 to 2019 and has maintained a consulting role at Consultative Services Inc. alongside his advisory practice. Outside of financial advising, he manages his own real estate properties as a sole proprietor. Mountainaire Financial Strategies is an independent, fee-only firm serving individuals, including high-net-worth households, and business entities. The firm employs a passive investment approach focused on low-cost mutual funds and ETFs, offering both ongoing subscription-based planning and project-specific engagements.
Based on Myrna Mitchell, MBA, CFP
Flat fixed fee per year billed quarterly in arrears, ranging from $500 to $3,500 per quarter.
Hourly fee of $250.
Minimum fee: Fees range from $500 to $3,500 per quarter, with an aggregate maximum of $3,500 per quarter. Fee-only: Fee-only financial planning services.
Rapid City, SD
Colorado · South Dakota
Qep Resources
2015 - 2019 (4 years)
CONSULTATIVE SERVICES INC dba MYRNA MITCHELL, MBA, CFP
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Rapid City, SD
Iron Mountain Financial Planning
CFP®, Series 66
Rapid City, SD
Trew Advisors, LLC
Series 65
Rapid City, SD
Rock Creek Advisors LLC
CFP®, CFA®, Series 63, Series 65, Series 66
Rapid City, SD
SeaCrest Investment Management, LLC
CFP®, Series 65
Rapid City, SD
Myrna Mitchell, MBA, CFP
Series 63, Series 65
Rapid City, SD
Rock Creek Advisors LLC
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