MM
Michael M. Mikeska
CONCURRENT INVESTMENT ADVISORS
Dallas, TX 75244
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CRD#: 1839037
MM
Professional summary
Michael Morris Mikeska, CFP®, CIMA®, who also goes by Mike Mikeska, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Dallas, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Dallas, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Mikeska
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. Concurrent Investment Advisors dba Wealth Partners Alliance. Investment Related. 12240 Inwood Road Suite 200, Dallas, TX 75244. RIA. Financial Advisor/relationship manager. 4/25/2023. 160 hours/month all during trading hours. Provide financial advice to clients, manages relationships. 2. Fixed Insurance. Not investment related. 12240 Inwood Road Suite 200, Dallas, TX 75244. Independent Insurance Agency. Agent. Traditional/fixed insurance. 4/25/2023. 1 hour/month all during trading hours. Provide fixed/traditional insurance solutions to clients. 3. C. C. Young. Not investment related. 4847 W. Lawther Drive, Dallas, TX, 75214, United States. Non-Profit. Board Member/Member of Finance Committee. 06/01/2018. 1 hour/month all during trading hours. Board Member 4. Concurrent Partners 1. Investment related. 12240 Inwood Road, Dallas, TX, 75244, United States. Holding Company. Personal/Private Investment. 02/05/2021. 1 hour month all during trading hours. Passive Investor. 5. Dickinsons Place. Not investment related. 911 St. Joseph Street, Dallas, TX, 75246. Non-Profit. Board Member. 5/1/2016. 1 hour month all during trading hours. Oversight of Non-Profit Activities. 6. MPM Interests, LLC. Not investment related. 12240 Inwood Rd Ste 200, Dallas, TX, 75244-8089, United States. Operating LLC/Support Company. Owner. Independent Contractor. 04/30/2019. 5 hours/month all during trading hours. Manage revenue and expenses. 7. Rental Property. Not investment related. 12240 Inwood Road Suite 200, Dallas, TX 75244. Real estate rental/property. Partner. 8/13/2020. 1 hour/month all during trading hours. Rent received from sub lease paid to Wealth Partners Alliance. 8. YMCA of Metro Dallas Foundation. Not investment related. 146 Town Center Blvd, Coppell, TX, 75019, United States. Non-Profit. Board Member/Investment Committee. 7/1/2019. 1 hour/month all during trading hours. Oversight of Non-Profit Activities. 9. Mikeska Family Royalties LLC. Not investment related. 6317 Orchid Lane, Dallas, TX 75230. Mineral interests. Manager. 10/2024. .5 hrs/month. 0 hrs during securities hrs. Collect checks from operators and deposit them in Fidelity account.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Morris Mikeska's CRS (Customer Relationship Summary).
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®
Start date: 1999
Experience
Current
April 27, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 12240 Inwood Road Suite 200, Dallas, TX 75244RIA
CRD#: 323135
Dallas, TX
Current
April 27, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 12240 Inwood Road Suite 200, Dallas, TX 75244BD
CRD#: 35747
Dallas, TX
Past
April 30, 2019 - May 12, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
ADDISON, TX
Past
April 30, 2019 - May 12, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
DALLAS, TX
Past
July 16, 2009 - May 6, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DALLAS, TX
Past
July 14, 2009 - May 6, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DALLAS, TX
Past
February 27, 2002 - July 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DALLAS, TX
Past
February 27, 2002 - July 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DALLAS, TX
Past
July 17, 1998 - March 11, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
September 26, 1992 - July 6, 1998
HILLTOP SECURITIES INC.
BD
CRD#: 6220
DALLAS, TX
Past
November 24, 1990 - October 9, 1992
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
October 17, 1989 - November 13, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 22, 1988 - August 3, 1988
FIRST STATE INVESTMENTS, INC.
BD
CRD#: 16693
Past
June 22, 1988 - April 6, 1989
CREWS & ASSOCIATES, INC.
BD
CRD#: 8052
LITTLE ROCK, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/27/2023)
RR
Georgia(4/27/2023)
RR
New Mexico(10/14/2025)
RR
South Carolina(10/16/2025)
RR
Texas(4/27/2023)
IAR
Texas(4/27/2023)
RR
Utah(4/27/2023)
RR
Wisconsin(10/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
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.
