John Mickelson Email & Phone Number
Business, Retirement and Estate Planning Specialist @ Wealth Advocates
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John Mickelson Location
- Logan, UT, US
John Mickelson Work
- Senior Vice President and Financial Advisor at Wealth Enhancement @ (January 2026 - Present)
- Senior Vice President and Financial Advisor @ (January 2026 - January 2026)
- Business, Retirement and Estate Planning Specialist @ (January 2018 - Present)
- Financial Planner @ (May 2012 - Present)
- Owner @ (May 1995 - January 2018)
- Advisor @ Woodbury Financial Services (July 2007 - September 2011)
- Registered Representative @ Equity Services, Inc. (June 2001 - July 2007)
- Registered Representative @ (July 1995 - July 2001)
John Mickelson Education
- The American College of Financial Services
Masters of Financial Services MSFS (Financial Planning and Services)
2006-2012 - Brigham Young University
Bachelor of Science (BS) (International Finance)
1992-1995 - Utah State University 1990-1992
John Mickelson Skills
- Retirement Planning
- Series 7
- Fixed Annuities
- Retirement
- Estate Planning
- Life Insurance
- Strategic Financial Planning
- Series 63
- Wealth Management
- Disability Insurance
- Investment Advisory
- Mutual Funds
- IRAs
- Wealth Accumulation
- Asset Allocation
- Investments
- 401k Rollovers
- Financial Advisory
- Roth IRA
- Securities
- Finance
- Financial Services
- Small Business
- Wealth
- Financial Planning
John Mickelson Summary
- John Mickelson, based in Logan, UT, US, is currently a Business, Retirement and Estate Planning Specialist at Wealth Advocates. John Mickelson brings experience from previous roles at Wealth Enhancement, CreativeOne Wealth and Mickelson Financial Services LLC. John Mickelson holds a 2006 - 2012 Masters of Financial Services MSFS in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning and more. John Mickelson has 7 emails and 1 mobile phone numbers on RocketReach.
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