Mikel Markey, financial advisor Sumner IA
93 score

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 Sumner, IA and has over 6 years of experience in the finance industry.

Similar Advisors
Jordan Alborn, financial advisor Sumner IA
Jordan D. Alborn
CRD# 5622169
Fsb Premier Wealth Management, Inc.
Score
96
Similar Advisors
David Beaty, financial advisor Sumner IA
David A. Beaty
CRD# 1617090
Heartland Financial Services, Ltd.
Score
96
Similar Advisors
David Becker, financial advisor Sumner IA
David M. Becker
CRD# 3063973
Cetera Advisors LLC
Score
96
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Dec 2013 - Current 4
Jam LLC Independence, IA Nov 2012 - Current 5
Insurance Center Independence, IA May 2012 - Current 6
Investment Center Independence, IA Apr 2008 - Current 10
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
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
    2,377
    MILLIONS
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
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

Ready to hire a financial advisor? Get competitive proposals from Mikel Markey and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.