Leighann R. Miko
AVISE FINANCIAL
Portland, OR 97209
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CRD#: 6093393
Professional summary
Leighann Rose Miko, CFP® is a registered financial advisor currently at AVISE FINANCIAL located in Portland, Oregon.
Leighann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Leighann has worked at 3 firms .
Biography
I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. I’m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My “why” is to help others create the financially secure life I never thought I’d have after growing up in a financial volatile environment.
Financial stability isn’t something you hope for; it’s something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, we’re here to help.
I earned a Bachelor of Science in Business Administration, majoring in Financial Services, from California State University, Northridge. A certificate in Personal Financial Planning was earned at UCLA to complete the education coursework requirement for CFP® certification. And in my never ending pursuit of knowledge, I completed a Master of Science degree in Taxation at Cal State Northridge.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Tax Planning
Insurance Planning
Education Planning
Retirement Planning
Life Transitions
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Inheritance
Small Business Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
LGBT Couples and Families
Professional Athletes or Enter...
Socially Responsible Investmen...
Tax Planning
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.
October 2020 - Leighann Miko also provides tax and business management services through StatusFlow, a non-investment related business based in Los Angeles, CA. This activity accounts for approximately 10% of Ms. Miko's time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Leighann Rose Miko'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: 2015
Experience
Current
November 21, 2023 - Present
AVISE FINANCIAL
Office #1: 1231 Nw Hoyt. St Suite 203, Portland, OR 97209RIA
CRD#: 328790
Portland, OR
Past
December 8, 2016 - January 24, 2025
EQUALIS FINANCIAL
RIA
CRD#: 281418
Portland, OR
Past
October 7, 2015 - October 24, 2016
CG FINANCIAL SERVICES
RIA
CRD#: 142354
LOS ANGELES, CA
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".
AF
AVISE FINANCIAL
AVISE FINANCIAL | SOLIDI WEALTH ADVISORS | PRIMEROS FINANCIAL | EQUALIS FINANCIAL | AVISE FINANCIAL COOPERATIVE, INC.
CRD#: 328790 / SEC#: 801-131992
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)California
Registered Investment Advisory firm - (4/5/2025 Terminated)Oregon
Registered Investment Advisory firm - (3/11/2025 Terminated)Texas
Registered Investment Advisory firm - (3/6/2025 Terminated)Washington
Registered Investment Advisory firm - (4/6/2025 Terminated)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.Highlighted states indicate IAR registrations
IAR
California(11/21/2023)
IAR
New York(2/18/2025)
IAR
Oregon(10/7/2024)
IAR
Washington(8/13/2024)
Exams
Current Firm
AF
AVISE FINANCIAL
AVISE FINANCIAL | SOLIDI WEALTH ADVISORS | PRIMEROS FINANCIAL | EQUALIS FINANCIAL | AVISE FINANCIAL COOPERATIVE, INC.
CRD#: 328790 / SEC#: 801-131992
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)California
Registered Investment Advisory firm - (4/5/2025 Terminated)Oregon
Registered Investment Advisory firm - (3/11/2025 Terminated)Texas
Registered Investment Advisory firm - (3/6/2025 Terminated)Washington
Registered Investment Advisory firm - (4/6/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7080 Hollywood Blvd. Suite 700, Los Angeles, CA 90028
Mailing Address
Phone number
(310) 807-5778
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 450 |
| AUM (Assets Under Management) | $ 125,910,558 |
Red Flags
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