John Mickelson
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
255 S Main St, Suite 140, Logan, UT, 84321
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Regulatory History (2)
Customer Dispute
February 2025Customer Dispute
January 2025Other 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
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Creativeone Securities, LLCBroker
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Strategic Advocates, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Nylife Securities INC.Broker
State Registrations12 states
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.