Stephanie Mickelsen
Stephanie Mickelsen is a registered investment advisor at D.A. Davidson & CO., based in Salt Lake City, UT, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
95 S State St, Suite 1500, Salt Lake City, UT, 84111
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephanie works at the front desk of an indoor cycling studio, spends minimal time as a notary, works as a barista, and is a baker/delivery driver. None of these activities appear to be investment-related or involve insurance sales.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations26 states
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