Richard Mielke, financial advisor Irvine CA
90 score

Richard Mielke

CRD Number: 5896617
Current Firm: Prudential Financial Planning Services

Richard Mielke (CRD# 5896617) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Irvine, CA Jul 2015 - Current 1
Pruco Securities LLC Irvine, CA Jul 2015 - Current 1
Unemployed Huntington Beach, CA Feb 2015 - Jun 2015 < 1
Edward Jones St Louis, MO Jan 2012 - Feb 2015 3
Unemployed Fallbrook, CA Aug 2011 - Dec 2011 < 1
Wells Fargo Advisors, LLC San Diego, CA Feb 2011 - Aug 2011 < 1
Wait Media Group Orange, CA Jan 2009 - Feb 2011 2
Koce-tv Huntington Beach, CA May 2004 - Feb 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Richard A. Mielke
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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