John Reed Mickelson
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
31 yearsExperience
2 statesRegistered in
ChFC®Designation
$122.2BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2026 to now
- Wealth Enhancement Brokerage ServicesJan 2026 to now
- Wealth Enhancement GroupJan 2026 to now
- Cache County School DistrictJul 2012 to now
- Creativeone Securities, LLCMar 2024 to Dec 2025
- Crown Capital Securities, LPJan 2023 to Mar 2024
- Strategic Advocates, LLCJul 2021 to Dec 2025
- Cambridge Investment Research, IncOct 2012 to Dec 2022
- Cambridge Investment Research Advisors, IncOct 2012 to Aug 2022
- Mickelson Financial Services, LLCJan 1995 to Dec 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
- 2628700
- Firm CRD
- 116407