John Mickelson, financial advisor Logan UT

John Mickelson

CRD Number: 2628700
Current Firm: Strategic Advocates, LLC

John Mickelson (CRD# 2628700) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creativeone Securities, LLC Overland Park, KS Mar 2024 - Current < 1
Strategic Advocates, LLC Logan, UT Aug 2022 - Current 1
Strategic Advocates, LLC Logan, UT Jul 2021 - Current 2
Cache County School District Logan, UT Jul 2012 - Current 11
Mickelson Financial Services, LLC Logan, UT Jan 1995 - Current 29
Crown Capital Securities, LP Orange, CA Jan 2023 - Mar 2024 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2012 - Dec 2022 10
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2012 - Aug 2022 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
Contact Info for John R. Mickelson
Phone Number: (435) 754-7888
Registered State(s):
  • LA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    364
    MILLIONS
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $148,688
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
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY

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