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Adam John Mikkelsen

FIDELITY BANCORP FUNDING, INC.·SANTA ANA, California
Clean recordFIDELITY BANCORP FUNDING, INC.
1551 N. TUSTIN AVE #700, SANTA ANA, CA 92705CRD# 7779123Firm CRD# 327530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam John Mikkelsen · SANTA ANA, CA
Registration
CRD #7779123 · FIDELITY BANCORP FUNDING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam John Mikkelsen is a registered financial advisor based in SANTA ANA, California, affiliated with FIDELITY BANCORP FUNDING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FIDELITY BANCORP FUNDING, INC.
FIDELITY BANCORP FUNDING
AUM
$150M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIDELITY BANCORP FUNDING, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7779123
Firm CRD# 327530
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam John Mikkelsen offer?
Adam John Mikkelsen specializes in Retirement Planning. Contact their office in SANTA ANA, California for a consultation.
What are Adam John Mikkelsen's credentials?
Adam John Mikkelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam John Mikkelsen located?
Adam John Mikkelsen is based in SANTA ANA, California, working with FIDELITY BANCORP FUNDING, INC.. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Adam John Mikkelsen charge for services?
Adam John Mikkelsen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELITY BANCORP FUNDING, INC.?
FIDELITY BANCORP FUNDING, INC. has approximately 1 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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