Mikel Markey, financial advisor Sumner IA
90 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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 4
Investment Center Independence, IA Apr 2008 - Current 8
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
Contact Info for Mikel D. Markey
Phone Number: 480-991-0225
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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