Mikayla J. Ploof

LONG RUN WEALTH ADVISORS

Lake Placid, NY 12946

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CRD#: 7990061

Professional summary

Mikayla Jean Ploof, who also goes by Mikayla J Ploof, is a registered financial advisor currently at LONG RUN WEALTH ADVISORS, LLC located in Lake Placid, New York.

Mikayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mikayla has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mikayla J Ploof

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.

Saranac Lake Free Library; Board Member; Not Investment Related; 109 Main Street Saranac Lake NY 12983; Sit on Board of Trustees of the Saranac Lake Free Library; 2025-01-29; 4 Hours per month devoted to business outside trading hours; Contact person: Mackenzie Davison (President); Website address: https://www.slfl.org/.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikayla Jean Ploof's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 22, 2024 - Present

LONG RUN WEALTH ADVISORS, LLC

Office #1: 55 Barn Road Suite 206, Lake Placid, NY 12946

RIA

CRD#: 311415

Lake Placid, 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".

LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA

Registered Investment Advisory firm - (12/9/2020 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.

Highlighted states indicate IAR registrations

IAR

New York
(10/22/2024)

IAR

Texas
(10/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2024

Uniform Investment Adviser Law Examination

Current Firm

LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA

Registered Investment Advisory firm - (12/9/2020 Approved)

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Contact information

Main Address

55 Barn Road Suite 206, Lake Placid, NY 12946

Mailing Address

Phone number

(518) 523-8050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LONG RUN WEALTH ADVISORS, LLC (5/23/2025)

Regulatory assets under management

Total Number of Accounts	2,062
AUM (Assets Under Management)	$ 514,203,877

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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Mikayla J. Ploof

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikayla Jean Ploof's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG RUN WEALTH ADVISORS, LLC

Primary Firm SEC Registration

LONG RUN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2024

Current Firm

LONG RUN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONG RUN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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