Mikel Markey
CRD Number: 5936603Current 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.
CRD# 4707696
Net Worth Advisors
CRD# 5000358
United Planners' Financial Services Of America A Limited Partner
CRD# 3063973
Keystone Wealth Management Inc.
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 |
- IA
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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