John Mickelson
John Mickelson - Helping Clients Build Their Financial Future
A resident of Logan, Utah, John Mickelson is a wealth manager with Wealth Advocates, also in Logan. A founding partner of the firm, he works with business owners, retirees, and families throughout Northern Utah, guiding them in their business, retirement, and estate planning. John Mickelson has worked with the independent financial planning company since 2017, coordinating bespoke asset allocation services for his clients with qualified insurance and investment providers. He is a trusted advisor to his clients and has the ability to break down complex financial concepts into simple and easy to understand explanations.
Earlier in his career, John Mickelson worked with Beneficial Financial Group and New York Life Insurance Company. He was New Agent of the Year for Beneficial Financial Group in 2002 and for New York Life Insurance Company in 1995, 1996, and 1997. John Mickelson has gained other recognition including Gateway Financial Partners Top Producer/Planner (2013-2016, 2018-2020) and is a Life Member of the Million Dollar Round Table (seven years as Court of the Table Member and Top of the Table Member for several years).
John Mickelson earned his bachelor’s degree in international finance from Brigham Young University, along with studies in accounting, marketing, economics, and Spanish. He went on to earn a master’s in financial services from The American College of Financial Services. Mr. Mickelson has served as president of both the Estate Planning Council of Northern Utah and the Association of Insurance and Financial Professionals. He is a longtime Utah Jazz fan.
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Logan, UT US