Cory Mizell has been Vice President and Chairman of the Board of Valued Retirements since September 2024, is a control person of the firm and directly owns between 25% and 50% of it. Cory Mizell holds a BS in Chemical Engineering from New Mexico State University and a Master of Business Administration from Texas A&M University.
Valued Retirements, Inc. is a Houston, TX firm with $190M under management, 91 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Cory Mizell is Vice President, Chairman, Financial Advisor of Cove Wealth Management. He has been a financial advisor on the Investment Committee there since August 2016, was President and Chief Compliance Officer from September 2021 to September 2024, and has been Vice President and Senior Financial Advisor since September 2024.
- Cove Wealth ManagementCurrent– present · 10 yearsHouston, TX · Adviser representative · Firm CRD 114236
Professional designations
Listed by Valued Retirements
- CFP®
Investment adviser representative registrations
Cory Mizell is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is New Mexico, in November 2022.
- New MexicoSince 9 November 2022
- TexasSince 30 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cory Alan Mizell
- CRD
- 6698055
- Firm
- Valued Retirements · CRD 114236
- Role
- Vice President and Chairman of the Board
- Office
- 710 NORTH POST OAK ROAD, SUITE 420, Houston, TX 77024-3894
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- covewm.com
Where does Cory Mizell work?
Cory Mizell has been Vice President and Chairman of the Board of Valued Retirements, Inc. since September 2024, and is a control person of the firm.
Is Cory Mizell a financial advisor?
Yes. Cory Mizell has a current investment-adviser registration in New Mexico and Texas, through Valued Retirements since August 2016.
How many years of experience does Cory Mizell have?
Cory Mizell has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Cory Mizell passed?
Cory Mizell passed the Series 65 in July 2016.
Where is Cory Mizell based?
Cory Mizell’s registered office is in Houston, TX.
Is Cory Mizell registered with FINRA?
No. Cory Mizell has no current broker registration.
Is Cory Mizell a CFP?
Valued Retirements lists Cory Mizell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Cory Mizell’s record?
Search CRD 6698055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory Mizell’s full registration record.
