John Mickelson (CRD# 2628700) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 28 years of experience in the finance industry.
CRD# 2003860
Transamerica Financial Advisors, Inc.
CRD# 4400405
Edward Jones
CRD# 4771557
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Creativeone Securities, LLC | Overland Park, KS | Mar 2024 - Current | < 1 |
Strategic Advocates, LLC | Logan, UT | Aug 2022 - Current | 1 |
Strategic Advocates, LLC | Logan, UT | Jul 2021 - Current | 2 |
Cache County School District | Logan, UT | Jul 2012 - Current | 11 |
Mickelson Financial Services, LLC | Logan, UT | Jan 1995 - Current | 29 |
Crown Capital Securities, LP | Orange, CA | Jan 2023 - Mar 2024 | 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2012 - Dec 2022 | 10 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2012 - Aug 2022 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
- LA
- TX
- UT
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Total Assets Under Management364MILLIONS
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Total Number of Accounts2,445ACCOUNTS
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Average Account Value$148,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY
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