Unclaimed Profile

Robert Thomas Mikkelsen

VERITAS INDEPENDENT PARTNERS, LLC·CONWAY, Arkansas

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 55, Series 63, Series 6514 years registeredVERITAS INDEPENDENT PARTNERS, LLC

2201 WASHINGTON AVENUE, CONWAY, AR 72032CRD# 1088430Firm CRD# 169291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Thomas Mikkelsen · CONWAY, AR

Registration

CRD #1088430 · VERITAS INDEPENDENT PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERITAS INDEPENDENT PARTNERS, LLC

TRUTORO

Aug 2014 – Jul 2025

Conway, AR

ST. BERNARD FINANCIAL SERVICES, INC.

Jun 2012 – Aug 2014

CONWAY, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · June 11, 2012

Years registered · 14

Disclosure History

2014Judgment / Lien

2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

VERITAS INDEPENDENT PARTNERS, LLC

CRD 169291 · SEC 801-120986

AUM

$139M

Regulatory assets under management

Employees

1,250 client accounts

Services offered by VERITAS INDEPENDENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERITAS INDEPENDENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Thomas Mikkelsen offer?

Robert Thomas Mikkelsen specializes in Financial Planning, Investment Management.

What are Robert Thomas Mikkelsen's credentials?

Robert Thomas Mikkelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Mikkelsen located?

Robert Thomas Mikkelsen is based in CONWAY, Arkansas, last registered with VERITAS INDEPENDENT PARTNERS, LLC.

How does Robert Thomas Mikkelsen charge for services?

Robert Thomas Mikkelsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITAS INDEPENDENT PARTNERS, LLC?

VERITAS INDEPENDENT PARTNERS, LLC has approximately 15 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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