Mikel MarkeyCRD Number: 5936603
Current Firm: United Planners' Financial Services Of America A Limited Partner
Mikel Markey (CRD# 5936603) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 5 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|United Planners' Financial Services||Scottsdale, AZ||Dec 2013 - Current||3|
|Jam LLC||Independence, IA||Nov 2012 - Current||4|
|Insurance Center||Independence, IA||May 2012 - Current||5|
|Investment Center||Independence, IA||Apr 2008 - Current||9|
|South Dakota Air National Guard||Sioux Falls, SD||Apr 2008 - Apr 2014||6|
|Harbour Investments||Madison, WI||Jul 2011 - Dec 2013||2|
|South Dakota State University||Brookings, SD||Aug 2011 - Jan 2012||< 1|
|Investment Center||Independence, IA||May 2011 - Aug 2011||< 1|
|Daktronics||Brookings, SD||Jan 2011 - Feb 2011||< 1|
|Waterfalls Carwash||Waterloo, IA||May 2010 - Aug 2010||< 1|
|Subway||Brookings, SD||Jan 2009 - Apr 2009||< 1|
|Dynamic Satellite||Waterloo, IA||Feb 2008 - May 2008||< 1|
|Denver Middle/high School||Denver, IA||Aug 2000 - May 2008||7|
|Pretzel Maker||Waterloo, IA||Nov 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management1,806MILLIONS
Total Number of Accounts9,587ACCOUNTS
Average Account Value$188,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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