Mitchell J. Sivertson
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Mitch began his investment career over 30 years ago as a financial consultant with Merrill Lynch. After meaningful stints at Smith Barney and UBS, he joined Wells Fargo Advisors in 2014. Initially, he concentrated on investments for individuals, business owners, and non-profit organizations. However, as his clients' needs evolved, Mitch adopted a more holistic approach. Today, he continues to focus on investment strategies, but also addresses retirement and estate planning strategies, legacy planning for future generations, and debt management solutions. Mitch has been recognized as a Wells Fargo Advisors Platinum Council Advisor (formerly known as Premier Advisor)1 and holds Series 7, 63, and 65 securities registrations.
In 1984, Mitch earned a bachelor's degree in psychology from Valparaiso University, where he also served as captain of the Crusaders' football team. A strong advocate for children, he was an individual mentor and served on the Board of Directors for MentorKids USA from 2012 to 2019. Additionally, Mitch supports several charitable organizations, including Smile Train, St. Jude Children’s Hospital, Feed My Starving Children, and Watoto.
Mitch has called Arizona home since 1984. He loves hiking, biking, and exploring the coast with his wife, Kim, at their summer home in Cannon Beach, Oregon. They also enjoy visits from their daughter, Ellen, who is in residency in Denver, Colorado.
1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.