John Mickelson, MSFS

Business, Retirement and Estate Planning Specialist at Wealth Advocates
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Contact Information
us****@****om
(386) 825-5501
Location
Logan, Utah, United States, US
Languages
  • Spanish -

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Bio

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Credentials

  • Masters of Financial Services Degree MSFS
    The American College of Financial Services
    Jun, 2012
    - Nov, 2024

Experience

  • Wealth Advocates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Business, Retirement and Estate Planning Specialist
      • Jan 2018 - Present

  • Cambridge Investment Research, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • May 2012 - Present

      Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Mickelson Financial Services, LLC, and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Mickelson Financial Services, LLC, and Cambridge are not affiliated.

  • Mickelson Financial Services LLC
    • United States
    • Financial Services
    • Owner
      • May 1995 - Jan 2018

      We create purpose and clarity in creation of a wealth building process. We create a system which instills confidence and control for present and future financial planning. We create purpose and clarity in creation of a wealth building process. We create a system which instills confidence and control for present and future financial planning.

  • Woodbury Financial Services
    • Advisor
      • Jul 2007 - Sep 2011

      Estate and Financial Planning. Estate and Financial Planning.

  • Equity Services, Inc.
    • Registered Representative
      • Jun 2001 - Jul 2007

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Representative
      • Jul 1995 - Jul 2001

Education

  • The American College of Financial Services
    Masters of Financial Services MSFS, Financial Planning and Services
    2006 - 2012
  • Brigham Young University
    Bachelor of Science (BS), International Finance
    1992 - 1995
  • Utah State University
    1990 - 1992

Community

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