Mickey Howell
Investment adviser representative at Rockefeller Capital Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$99.6BFirm 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 assetsFixed 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
10 years in the industry.
- Rockefeller Financial LLCNov 2025 to now
- Northwestern Mutual Wealth Management CompanyDec 2023 to Nov 2025
- Northwestern Mutual Investment Services, LLCApr 2023 to Nov 2025
- Seth WheelerFeb 2023 to Nov 2025
- Sunlight Financial LLCSep 2022 to Mar 2023
- Lima One Capital, LLCMar 2021 to Sep 2022
- Ras Craine & Partners PllcAug 2020 to Feb 2021
- UnemployedMay 2020 to Aug 2020
- Fedex OfficeSep 2019 to Apr 2020
- StudentJan 2019 to May 2020
- UnemployedOct 2018 to Jan 2019
- Total Quality LogisticsJun 2018 to Oct 2018
- StudentAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Rockefeller Capital Management
Legal name: Rockefeller Financial LLC
$99.6BAssets managed
50,292Clients
692Advisers
8 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
- 7705011
- Firm CRD
- 291361