Alkis Michaelides

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CRD#: 1304943

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alkis Michaelides, CFP® was a registered financial professional .

Alkis is a previously registered financial professional and started their career in finance in 1984. Alkis had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.PINNACLE FINANCIAL ADVISORS. DBA. INDEPENDENT FIXED INSURANCE BUSINESS. AGENT.OCCASIONALLY SELL TERM INSURANCE TO CLIENTS 2 TO 3 TIMES ANNUALLY SINCE 1984. DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. 2. OWN 4 RENTAL HOUSES WITH MY WIFE.SOLE PROPRIETORSHIP. SHE DOES ALL THE WORK, FIND TENANTS, COLLECT RENT.DEVOTE 1 TO 20%. ANNUAL INCOME 1 TO 20%. FINANCIAL INTEREST $300,000 EQUITY IN THESE TOWNHOMES. ESTABLISHED 2008 & 2009. 3. LAKE OWNERS ASSOCIATION. PRESIDENT. ATTEND ALL 6 MEETINGS THROUGHOUT THE YEAR. VOTE ON PROJECTS AROUND G LAKES. WORK CLOSELY WITH DNR. DEVOTE 1 TO 20%. NO COMPENDATION. ESTABLISHED 01/01/2017.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Past

April 18, 2016 - December 31, 2023

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

MAPLE GROVE, MN

Past

April 18, 2016 - December 31, 2023

THE INVESTMENT CENTER, INC.

CRD#: 17839

MAPLE GROVE, MN

Past

December 17, 2013 - April 20, 2016

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MAPLE GROVE, MN

Past

April 20, 2012 - April 20, 2016

OSAIC WEALTH, INC.

CRD#: 23131

MAPLE GROVE, MN

Past

October 8, 1997 - April 23, 2012

SIGNATOR INVESTORS, INC.

CRD#: 468

MAPLE GROVE, MN

Past

September 24, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

September 24, 1984 - October 8, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/5/2003

General Securities Principal Examination

Current Firm

IC ADVISORY SERVICES, INC.

CRD#: 140190 / SEC#: 801-66512

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Contact information

Main Address

1420 Route 206 North Suite 210, Bedminster, NJ 07921

Mailing Address

1420 Route 206 North, Suite 210 P.o. Box 770, Bedminster, NJ 07921

Phone number

(908) 707-4422

Established

Firm type

Fiscal year end

# of Employees

220

Documents

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/30/2025)

FORM ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	5,528
AUM (Assets Under Management)	$ 2,056,415,877

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/02/2024	Cover Page	Report
02/15/2024	Cover Page	Report
01/10/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alkis Michaelides

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE INVESTMENT CENTER, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/1999

Series 63

Date: 9/18/1984

SIE

Date: 10/1/2018

Series 7

Date: 9/15/1984

Series 24

Date: 8/5/2003

Current Firm

IC ADVISORY SERVICES, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

IC ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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