AM
CFP
AM
CFP

Alex Micknis

2 Years of Experience
Dubois, PA
Broker

Alex Micknis is a CFP-designated registered investment advisor, based in Dubois, PA, with 2 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold.

Location

196 West Dubois Avenue, Dubois, PA, 15801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alex is an assistant manager for the volunteer program at the Hinterland Music Festival and works intermittent contracts at local venues or through LiveNation. These activities are not investment-related and do not affect his financial work.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2026 - Present · 6 mos
The Ameriflex Group
April 2026 - Present · 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - April 2026 · 1 yr 8 mos
Osaic Wealth, INC.
August 2024 - April 2026 · 1 yr 8 mos
Securities America, INC.Broker
April 2023 - November 2023 · 7 mos
State Registrations1 state
PA
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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