AdvisorOS Directory
Claim Profile
JM

John Reed Mickelson

STRATEGIC ADVOCATES, LLC·LOGAN, Utah
Unclaimed Profile
255 S MAIN ST, LOGAN, UT 84321CRD# 2628700Firm CRD# 316858
01

About

John Reed Mickelson is a registered financial advisor based in LOGAN, Utah, affiliated with STRATEGIC ADVOCATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC ADVOCATES, LLC
STRATEGIC ADVOCATES, LLC
AUM
$364M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at STRATEGIC ADVOCATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2628700
Firm CRD# 316858
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOGAN?

Browse all registered financial advisors in LOGAN, Utah or claim this profile if it's yours.

Browse LOGAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Reed Mickelson offer?
John Reed Mickelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOGAN, Utah for a consultation.
What are John Reed Mickelson's credentials?
John Reed Mickelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Reed Mickelson located?
John Reed Mickelson is based in LOGAN, Utah, working with STRATEGIC ADVOCATES, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does John Reed Mickelson charge for services?
John Reed Mickelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ADVOCATES, LLC?
STRATEGIC ADVOCATES, LLC has approximately 13 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOGAN
Tyler Jay Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCJames Don Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCM. Mary Sinnott — SURGICAL FRONTIERS SERIES I, LLCSteven Craig Adams — CACHETECHGordon Levi Nelson — KEYSTONE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile