Mikel Markey, financial advisor Independence IA

Mikel Markey

CRD 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 Independence, IA and has over 12 years of experience in the finance industry. Mikel Markey 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
United Planners' Financial Services Scottsdale, AZ Dec 2013 - Current 10
Jam LLC Independence, IA Nov 2012 - Current 11
Insurance Center Independence, IA May 2012 - Current 11
Investment Center Independence, IA Jan 2012 - Current 12
South Dakota Air National Guard Sioux Falls, SD Apr 2008 - Apr 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Mikel D. Markey
Phone Number: 480-991-0225
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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