John Mickelson - Three Decades of Experience in Wealth Management

John Mickelson is a wealth manager and founding partner of Wealth Advocates, an independent financial planning company associated with a range of insurance and investment companies. Working from Logan, Utah, John Mickelson helps clients make thoughtful decisions about their financial futures, specifically with regard to retirement, estate, and business planning. He focuses on creating strategies around each client’s individual goals and circumstances.

John Mickelson earned a bachelor’s degree in international finance from Brigham Young University, where he also studied accounting, marketing, economics, and Spanish. He later earned a master’s in financial services from The American College of Financial Services. John Mickelson further holds FINRA Series 64, 6, and 7 licenses alongside several professional designations, including Chartered Financial Consultant, Advanced Estate Planner, and Life Underwriter Training Council fellow.

Over his 30-plus-year career, John Mickelson has earned recognition from both industry organizations and the companies he has worked with. Starting with the companies he worked with, he was named New Agent of the Year by New York Life Insurance Company three consecutive times and later received the same honor from Beneficial Financial Group. He has also been a longtime member of the Million Dollar Round Table, including multiple years as a Top of the Table member.

Outside of work, Mr. Mickelson enjoys tennis, hiking, skiing, biking, traveling, and following the Utah Jazz. He also serves as a coach and assistant coach for girls and boys tennis at Green Canyon High School.

Contact

John Mickelson
Logan, UT US