Brent
Mick

Strategic Retirement Advisors, LLC

CRD#4163078
Investment Advisor
in Sacramento, CA

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About this Advisor

Brent Mick is a financial advisor who works out of Sacramento, California with a total of 16 years of industry experience. Mick is an advisor for Strategic Retirement Advisors, LLC. They have spent their complete employment at Strategic Retirement Advisors, Llc. Mick has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California and Nevada. Strategic Retirement Advisors, LLC is a company headquartered in Sacramento, CA. The company has just two advisors. It controls $164 million in total assets among its 1,466 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Strategic Retirement Advisors, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on which service is offered. However, fees billed by Strategic Retirement Advisors, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

980 9Th Street Suite 1600
Sacramento, CA 95814

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Strategic Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$163,840,000

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

1,466

CA Average: 3,727
Average Account Size

$111,760

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brent Mick Work History

Brent has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Strategic Retirement Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brent Mick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Retirement Advisors, LLC

Jeffrey Miller
Sacramento, CA
Brent Mick
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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