Michael Middendorf (CRD# 2969928) is an Investment Advisor Representative working at Alpha Cubed Investments, LLC in Irvine, CA and has over 26 years of experience in the finance industry. Michael Middendorf 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group, Inc. | Littleton, CO | Oct 2014 - Current | 9 |
| Alpha Cubed Investments, LLC | Newport Beach, CA | Oct 2014 - Current | 9 |
| Rice University | Houston, TX | Feb 2015 - Dec 2021 | 6 |
| Ameriprise Financial Services | The Woodlands, TX | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- CA
- TX
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Total Assets Under Management2,491MILLIONS
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Total Number of Accounts4,537ACCOUNTS
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Average Account Value$549,112
- A percentage of assets under your management
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