Michael Morris Mikeska
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Concurrent Investment Advisors dba Wealth Partners AllianceApr 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Concurrent AdvisorsApr 2019 to now
- Mpm Interests, LLCApr 2019 to now
- Wealth Partners AllianceApr 2019 to now
- Raymond James Financial Services Advisor, IncApr 2019 to Apr 2023
- Raymond James Financial Services, Inc.Apr 2019 to Apr 2023
- Wells Fargo Clearing Services, LLCAug 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1839037
- Firm CRD
- 323135