Candace Pahl has been Partner, Wealth Manager of Mitchell & Pahl Private Wealth since January 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Mitchell & Pahl Private Wealth, LLC is an Oklahoma City, OK firm with $450M under management, 225 clients and 2 advisers in one office, as of its February 2026 filing.
Candace Pahl’s longest registration was 11 years at Wells Fargo Clearing Services, LLC (2008–2020). Before joining Mitchell & Pahl Private Wealth in 2020, Candace Pahl was registered through Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc.
- – present · 6 yearsOklahoma City, OK · Adviser representative · Firm CRD 307625
- Wells Fargo Clearing Services, LLC– · 11 yearsOklahoma City, OK · Adviser representative · Firm CRD 19616
- Citigroup Global Markets Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 7059
- Axa Advisors, LLC– · under a yearTulsa, OK · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Candace Pahl is registered as an investment adviser representative in 2 states. Each was approved in June 2020.
- OklahomaSince 9 June 2020
- TexasSince 12 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 2005 |
| Series 7 | General Securities Representative Examination | 18 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4688775
- Firm
- Mitchell & Pahl Private Wealth · CRD 307625
- Role
- Partner, Wealth Manager
- Office
- 1001 NW 71ST STREET, SUITE 4, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Candace Pahl work?
Candace Pahl has been Partner, Wealth Manager of Mitchell & Pahl Private Wealth, LLC since January 2020, and is a control person of the firm.
Is Candace Pahl a financial advisor?
Yes. Candace Pahl has a current investment-adviser registration in Oklahoma and Texas, through Mitchell & Pahl Private Wealth since June 2020.
How many years of experience does Candace Pahl have?
Candace Pahl has 21 years in the financial industry, since August 2005, across 4 adviser firms.
What exams has Candace Pahl passed?
Candace Pahl has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2005. FINRA credited Candace Pahl with the SIE, which began in October 2018.
Where did Candace Pahl work before Mitchell & Pahl Private Wealth?
Before Mitchell & Pahl Private Wealth, Candace Pahl was registered through Citigroup Global Markets Inc., February 2007 to August 2008; Axa Advisors, LLC, November 2006 to February 2007.
Where is Candace Pahl based?
Candace Pahl’s registered office is in Oklahoma City, OK.
Is Candace Pahl registered with FINRA?
No. Candace Pahl has no current broker registration.
How can I verify Candace Pahl’s record?
Search CRD 4688775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Candace Pahl’s full registration record.