Patrick Mickelson (CRD# 4022461) is an Investment Advisor Representative working at Dendrite Capital, LLC in Highlands Ranch, CO and has over 19 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dendrite Capital, LLC | Highlands Ranch, CO | Feb 2021 - Current | 3 |
| Stonefield Investment Advisory, Inc. | Cedar Rapids, IA | Nov 2014 - Feb 2021 | 6 |
| High Water Wealth Management | Denver, CO | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- CO
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$201,604
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO
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