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RIA / WealthAdvisor18 years in industry

Mitchell Lee Cook

Advisor at ACCEL WEALTH MANAGEMENT

Cedar Rapids, IA | WAVERLY, IA

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Search this name across graphsid dfx:ria:1db0e86d-a2e8-ec9a-b37b-fe1844669db4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 2, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACCEL WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 25, 2007
First registration: Aug 2, 2010
Dual registered: no
Other names: MITCH LEE COOK
IAPD individual key: 4816833

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ACCEL WEALTH MANAGEMENT	Independent wealth	Dec 2, 2019	n/a	yes	Cedar Rapids, IA\|WAVERLY, IA	Current employment
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	May 10, 2019	Dec 10, 2019	no	Cedar Rapids, IA	Previous registration
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Jun 28, 2013	May 18, 2017	no	DES MOINES, IA\|Des Moines, IA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 2, 2010	Jun 11, 2013	no	DES MOINES, IA\|DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ON INVESTMENT MANAGEMENT CO	ACCEL WEALTH MANAGEMENT	Dec 10, 2019	Dec 2, 2019	-8	Firm change	Ibd to RIA
AVANTAX PLANNING PARTNERS, INC.	ON INVESTMENT MANAGEMENT CO	May 18, 2017	May 10, 2019	722	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	AVANTAX PLANNING PARTNERS, INC.	Jun 11, 2013	Jun 28, 2013	17	Firm change	Other

Relationships

Registered with (4)

→ ACCEL WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 2, 2019 to presentfactForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
May 10, 2019 to Dec 10, 2019factForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Jun 28, 2013 to May 18, 2017factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 2, 2010 to Jun 11, 2013factForm ADV

Dated events

No dated event names this entity yet.