JM
John R. Mickelson
STRATEGIC ADVOCATES
Logan, UT 84321
Some features on this profile are disabled
CRD#: 2628700
JM
Professional summary
John Reed Mickelson, ChFC® is a registered financial advisor currently at STRATEGIC ADVOCATES, LLC located in Logan, Utah and CREATIVEONE SECURITIES, LLC located in Logan, Utah.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.) Antietam Management, LLC; Investment Related; 255 S Main #140 Logan, UT 84321; LLC; Managing Member; Start Date: 12/2021; 1-2 hours devoted monthly; 0 hours devoted during trading hours; Insurance 2.) Antietam Security Reassurance, Inc.; Investment Related; 255 S Main #140 Logan, UT 84321; Corp; Managing Member; Start Date: 12/2022; 1 hour devoted monthly; 0 hours devoted during trading hours; Insurance 3.) Green Canyon High; Non-Investment Related; 2960 N Wolf Pack Way Logan, UT 84321; High School; Tennis Coach; Start Date: 4/2017; 1-2 hours devoted monthly; 0 hours devoted during trading hours; Seasonal (Spring and Fall) Tennis Coach 4.) John Mickelson, LLC DBA Mickelson Consulting; Investment Related; 255 S Main #140 Logan, UT 84321; LLC; Owner; Start Date: 6/2021; 1-2 hours devoted monthly; 1-2 hours devoted monthly during trading hours; Managing companies and enterprises 5.) Mickelson Financial Services, LLC DBA Wealth Advocates; Investment Related; 255 S Main #140 Logan, UT 84321; LLC; Owner; Start Date: 1/2006; 30 to 50 hours devoted weekly; 30-50 hours devoted weekly during trading hours; Insurance investments 6.) North Logan Real Estate Partners; Non-Investment Related; 255 S Main #140 Logan, UT 84321; Real Estate; Managing Member; Start Date: 6/2000; 1-2 hours devoted monthly; 0 hours devoted during trading hours; Managing Member 7.) Strategic Advocates, LLC; Investment Related; 255 S Main #140 Logan, UT 84321; LLC; Managing Member/Partner; Start Date: 11/2022; 30 to 50 hours devoted weekly; 30-50 hours devoted weekly during trading hours; RIA Activities, managing client assets 8.) Skyview One Financial Services Solution; Investment Related; 232 Manhattan Beach Blvd., Suite D, Manhattan Beach, CA 90266; LLC; Wealth Manager; Start Date: 06/2024; 2-3 hours devoted monthly; 2-3 hours devoted monthly during trading hours; Overall financial and estate planning 9.) CreativeOne Securities, LLC; Investment-Related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; LLC; Broker Dealer; Start Date: 3/2024; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Commission Products
CRS (Client Relationship Summary) - RIA
Click below to view John Reed Mickelson'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®
Experience
Current
September 19, 2022 - Present
STRATEGIC ADVOCATES, LLC
Office #1: 255 S Main St Ste 140, Logan, UT 84321RIA
CRD#: 316858
Logan, UT
Current
March 6, 2024 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 255 South Main Suite 140, Logan, UT 84321RIA
BD
CRD#: 152974
Logan, UT
Past
January 3, 2023 - March 12, 2024
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
LOGAN, UT
Past
January 3, 2023 - March 12, 2024
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
LOGAN, UT
Past
October 29, 2012 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
LOGAN, UT
Past
October 19, 2012 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
LOGAN, UT
Past
May 11, 2007 - October 23, 2012
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
LOGAN, UT
Past
May 8, 2007 - October 23, 2012
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
LOGAN, UT
Past
November 14, 2001 - May 10, 2007
EQUITY SERVICES, INC.
RIA
CRD#: 265
LOGAN, UT
Past
July 12, 2001 - May 10, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
LOGAN, UT
Past
October 19, 1995 - July 3, 2001
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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".
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
Registered Investment Advisory firm - (7/29/2022 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
Arizona(3/6/2024)
RR
California(3/6/2024)
RR
Colorado(3/6/2024)
RR
Idaho(3/6/2024)
IAR
Louisiana(3/20/2023)
RR
Montana(3/6/2024)
RR
Nevada(3/6/2024)
RR
North Carolina(3/6/2024)
RR
Oklahoma(3/6/2024)
RR
Oregon(3/6/2024)
IAR
Texas(3/20/2023)
IAR
Utah(9/19/2022)
RR
Utah(3/6/2024)
RR
Wyoming(3/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
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Contact information
Main Address
255 S Main St Ste 140, Logan, UT 84321
Mailing Address
500 N Street Suite 30, Sacramento, CA 95814
Phone number
(888) 247-7753
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,622 |
| AUM (Assets Under Management) | $ 433,835,344 |
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.
