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JM
ChFC
JM
ChFC

John Mickelson

Wealth Enhancement Advisory Services, LLC
30 Years of Experience
Logan, UT
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Mickelson is a ChFC-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Logan, UT, with 30 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

45 N Main St, Suite 200, Logan, UT, 84321

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Pending
Customer Dispute
January 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is involved in several business activities, including managing member roles in Antietam Management, LLC and Antietam Security Reassurance, Inc., and owning Mickelson Financial Services, LLC. He also dedicates a significant amount of time to RIA activities and managing client assets through Strategic Advocates, LLC, and works as a wealth manager for Skyview One Financial Services Solution.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2026 - Present · 9 mos
Wealth Enhancement Advisory Services, LLC
January 2026 - Present · 9 mos
Previous Registrations
Creativeone Securities, LLCBroker
March 2024 - December 2025 · 1 yr 9 mos
Crown Capital Securities, L.P.Broker
January 2023 - March 2024 · 1 yr 2 mos
Crown Capital Securities, L.P.
January 2023 - March 2024 · 1 yr 2 mos
Strategic Advocates, LLC
September 2022 - January 2026 · 3 yrs 4 mos
Cambridge Investment Research Advisors, INC.
October 2012 - December 2022 · 10 yrs 2 mos
Cambridge Investment Research, INC.Broker
October 2012 - December 2022 · 10 yrs 2 mos
Woodbury Financial Services, INC.
May 2007 - October 2012 · 5 yrs 5 mos
Woodbury Financial Services, INC.Broker
May 2007 - October 2012 · 5 yrs 5 mos
Esi Financial Advisors
November 2001 - May 2007 · 5 yrs 6 mos
Equity Services, INC.Broker
July 2001 - May 2007 · 5 yrs 10 mos
Nylife Securities INC.Broker
October 1995 - July 2001 · 5 yrs 9 mos
State Registrations12 states
AZCACOIDMTNCNVOKORTXUTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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