Elizabeth Mikkelson (CRD# 2777990) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement Inc. | Aliso Viejo, CA | Mar 2015 - Current | 9 |
| Kestra/nfp Advisor Services, LLC | Austin, TX | Apr 2015 - Dec 2017 | 2 |
| Lpl | Santa Barbara, CA | Feb 2014 - Apr 2015 | 1 |
| Meridian Retirement Plan Advisors | Santa Barbara, CA | Mar 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CA
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Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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