Mikal
Aune
Smedley Financial Services Inc
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About this Advisor
Mikal Aune is a certified financial planner working in Salt Lake City, Utah with a total of 17 years of relevant experience. Aune is an advisor for Smedley Financial Services Inc. Their career trajectory has included roles at Securities America, Inc and Smedley Financial Services Inc. Aune holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Utah. Smedley Financial Services Inc is a business operating out of Salt Lake City, UT. It manages $260 million in assets among its 2,106 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,106 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Smedley Financial Services Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advice vary depending on the financial services. However, fees charged by Smedley Financial Services Inc can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smedley Financial Services Inc Brokerage Details
$260,039,173
10
2,106
$123,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Mikal Aune Work History
Mikal has been registered as a financial advisor for 17 years.*
Securities America, Inc
Smedley Financial Services Inc
*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 Mikal Aune 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 Smedley Financial Services Inc
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
