Unclaimed Profile

John Reed Mickelson

STRATEGIC ADVOCATES, LLC·LOGAN, Utah

SIE, Series 6, Series 7, Series 63ChFC24 years registeredSTRATEGIC ADVOCATES, LLC

255 S MAIN ST, LOGAN, UT 84321CRD# 2628700Firm CRD# 316858

Profile Verification

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

Identity

John Reed Mickelson · LOGAN, UT

Registration

CRD #2628700 · STRATEGIC ADVOCATES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2026 – present

CROWN CAPITAL SECURITIES, L.P.

Jan 2023 – Mar 2024

LOGAN, UT

STRATEGIC ADVOCATES, LLC

Sep 2022 – Jan 2026

LOGAN, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2012 – Dec 2022

LOGAN, UT

WOODBURY FINANCIAL SERVICES, INC.

May 2007 – Oct 2012

LOGAN, UT

ESI FINANCIAL ADVISORS

Nov 2001 – May 2007

LOGAN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · November 14, 2001

Years registered · 24

Professional designation · ChFC

Disclosure History

2025Customer Dispute·Pending

2025Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC ADVOCATES, LLC

CRD 316858 · SEC 801-126262

AUM

$364M

Regulatory assets under management

Employees

2,445 client accounts

Services offered by STRATEGIC ADVOCATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC ADVOCATES, LLC →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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