Mitchell Doman has been Financial Advisor of Haynie Wealth Management since January 2024, is a control person of the firm and directly owns between 10% and 25% of it. Mitchell Doman holds a Master of Accountancy from Southern Utah University.
Haynie Wealth Management LLC is a Salt Lake City, UT firm with $107M under management, 156 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Mitch Doman is Financial Planner of Haynie Wealth Management. Doman is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants, the Salt Lake Estate Planning Council and the Financial Planning Association.
- Haynie Wealth Management LLCCurrent– present · 4 yearsSalt Lake City, UT · Adviser representative · Firm CRD 305852
Professional designations
Listed by Haynie Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mitchell Doman is registered as an investment adviser representative in 4 states. The first approvals date from March 2022; the most recent is Colorado, in June 2024.
- CaliforniaSince 20 February 2024
- ColoradoSince 4 June 2024
- TexasSince 12 April 2023
- UtahSince 25 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mitchell James Doman
- CRD
- 7527915
- Firm
- Haynie Wealth Management · CRD 305852
- Role
- Financial Advisor
- Office
- 1785 West 2300 South, Salt Lake City, UT 84119
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hayniewealth.com
Where does Mitchell Doman work?
Mitchell Doman has been Financial Advisor of Haynie Wealth Management LLC since January 2024, and is a control person of the firm.
Is Mitchell Doman a financial advisor?
Yes. Mitchell Doman has a current investment-adviser registration in California, Colorado, Texas and Utah, through Haynie Wealth Management since March 2022.
How many years of experience does Mitchell Doman have?
Mitchell Doman has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Mitchell Doman passed?
Mitchell Doman passed the Series 65 in January 2021.
Where is Mitchell Doman based?
Mitchell Doman’s registered office is in Salt Lake City, UT.
Is Mitchell Doman registered with FINRA?
No. Mitchell Doman has no current broker registration.
Is Mitchell Doman a CFP?
Haynie Wealth Management lists Mitchell Doman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mitchell Doman’s record?
Search CRD 7527915 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Doman’s full registration record.
