Michael Mikeska, financial advisor Tampa FL

Michael Mikeska

CRD Number: 1839037
Current Firm: Concurrent Investment Advisors, LLC

Michael Mikeska (CRD# 1839037) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 28 years of experience in the finance industry. Michael Mikeska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2023 - Current < 1
Concurrent Investment Advisors Dba Wealth Partners Alliance Dallas, TX Apr 2023 - Current < 1
Wealth Partners Alliance Dallas, TX Apr 2019 - Current 4
Concurrent Advisors Addison, TX Apr 2019 - Current 4
Mpm Interests, LLC Dallas, TX Apr 2019 - Current 4
Wealth Partners Alliance Dallas, TX Apr 2019 - Current 4
Wealth Partners Alliance Dallas, TX Apr 2019 - Current 4
Concurrent Advisors Dallas, TX Apr 2019 - Current 4
Raymond James Financial Services, Inc. Dallas, TX Apr 2019 - Apr 2023 4
Raymond James Financial Services Advisor, Inc. Dallas, TX Apr 2019 - Apr 2023 4
Wells Fargo Clearing Services, LLC Dallas, TX Aug 2009 - Apr 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Jul 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael M. Mikeska
Phone Number: (813) 575-2652
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

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