Mikal Aune
Investment adviser representative at Smedley Financial Services Inc
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$396.7MFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Smedley Financial Services IncJul 2006 to now
- Securities America, IncMay 2006 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Smedley Financial Services Inc
$396.7MAssets managed
855Clients
6Advisers
44 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
- 5139564
- Firm CRD
- 110870