Mickey McConkey, financial advisor Lincoln NE

Mickey McConkey

CRD Number: 1204100
Current Firm: Wells Fargo Advisors Financial Network, LLC

Mickey McConkey (CRD# 1204100) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Lincoln, NE and has over 40 years of experience in the finance industry. Mickey McConkey 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
Wells Fargo Advisors Financial Network LLC Lincoln, NE May 2009 - Current 14
Salomon Smith Barney Inc. (7059) Lincoln, NE Jul 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Mickey M. McConkey
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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