Unclaimed Profile

Erik John Mikkelson

RMR WEALTH ADVISORS LLC·MADISON, Wisconsin

Series 7, Series 63Clean record24 years registeredRMR WEALTH ADVISORS LLC

400 INTERLAKE DRIVE, MADISON, WI 53716-3808CRD# 4341401Firm CRD# 151173

Profile Verification

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

Identity

Erik John Mikkelson · MADISON, WI

Registration

CRD #4341401 · RMR WEALTH ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jun 2023 – present

ALBION WEALTH MANAGEMENT, INC.

Nov 2009 – Dec 2012

EDGERTON, WI

RMR WEALTH ADVISORS LLC

Aug 2009 – Jul 2024

MADISON, WI

ENRICH FINANCIAL PARTNERS LLC

Mar 2004 – Nov 2009

MADISON, WI

FINANCIAL PLANNING SERVICES, INC

Nov 2001 – Jul 2003

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · November 26, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RMR WEALTH ADVISORS LLC

CRD 151173 · SEC 801-70487

AUM

$369M

Regulatory assets under management

Employees

487 client accounts

Services offered by RMR WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RMR WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Erik John Mikkelson offer?

Erik John Mikkelson specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Erik John Mikkelson's credentials?

Erik John Mikkelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik John Mikkelson located?

Erik John Mikkelson is based in MADISON, Wisconsin, working with RMR WEALTH ADVISORS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Erik John Mikkelson charge for services?

Erik John Mikkelson'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 RMR WEALTH ADVISORS LLC?

RMR WEALTH ADVISORS LLC has approximately 2 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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