Pat Mickelson, Aif®

Pat Mickelson, Aif® Email and Phone Number

401(k) Specialist and Investment Adviser @ Littleton, CO, US
Littleton, CO, US
Pat Mickelson, Aif®'s Location
Littleton, Colorado, United States, United States
Pat Mickelson, Aif®'s Contact Details

Pat Mickelson, Aif® work email

Pat Mickelson, Aif® personal email

n/a
About Pat Mickelson, Aif®

Pat places great emphasis on personal values, and knows doing the right thing should come before all else. He has worked hard to ensure his business model: *eliminates bureaucracy *eliminates conflicts of interest *minimizes overheadThese traits allow efficient, effective investment management.Pat appreciates organization, accountability and simplicity, living by these characteristics both professionally and personally. Also, he values spending time with clients, not just talking with them on the phone or sending e-mails.Specialties: 401(k), IRA, Roth, investments, rollover, college savings

Pat Mickelson, Aif®'s Current Company Details
Dendrite Capital

Dendrite Capital

401(k) Specialist and Investment Adviser
Littleton, CO, US
Pat Mickelson, Aif® Work Experience Details
  • Dendrite Capital
    401(K) Specialist And Investment Adviser
    Dendrite Capital
    Littleton, Co, Us
  • Dendrite Capital
    401(K) Specialist & Investment Adviser
    Dendrite Capital Apr 2021 - Present
    Highlands Ranch, Colorado, United States
  • Stonefield Investment Advisory
    401(K) Specialist & Investment Adviser
    Stonefield Investment Advisory Nov 2014 - Apr 2021
    Greater Denver Area
    View
  • Highwater Wealth Management Llc
    401(K) Specialist & Investment Adviser
    Highwater Wealth Management Llc Oct 2013 - Oct 2014
    Greater Denver Area
    View
  • Stonefield Investment Advisory
    401(K) Specialist & Investment Adviser
    Stonefield Investment Advisory 2004 - Sep 2013
    Greater Denver Area
    View
  • Invesco
    Team Leader
    Invesco Mar 2001 - Mar 2004
    View
  • Merrill Lynch
    401(K) Specialist
    Merrill Lynch Apr 1999 - Feb 2001
    View

Pat Mickelson, Aif® Skills

401k Investments Iras Retirement Planning Investment Advisory Asset Allocation Mutual Funds Portfolio Management Investment Management Asset Management Investment Strategies Securities Small Business Employee Benefits Series 63 Retirement Series 7 Roth Ira Microsoft Office Investment Education Financial Planners 401k Rollovers Separately Managed Accounts Finance Financial Advisory Financial Planning 529 Plans Investment Policy Interest Rate Risk Management Erisa Strategic Financial Planning Crm 401 Retirement Savings Plans Ira Rollovers Group Benefits Crm Software Ira's

Pat Mickelson, Aif® Education Details

Frequently Asked Questions about Pat Mickelson, Aif®

What company does Pat Mickelson, Aif® work for?

Pat Mickelson, Aif® works for Dendrite Capital

What is Pat Mickelson, Aif®'s role at the current company?

Pat Mickelson, Aif®'s current role is 401(k) Specialist and Investment Adviser.

What is Pat Mickelson, Aif®'s email address?

Pat Mickelson, Aif®'s email address is pa****@****lth.com

What schools did Pat Mickelson, Aif® attend?

Pat Mickelson, Aif® attended Tui University, University Of Northern Iowa, University Of Northern Iowa, Tecnológico De Monterrey.

What are some of Pat Mickelson, Aif®'s interests?

Pat Mickelson, Aif® has interest in Skiing, Lotus Colorado, Biking And Music, Rock Climbing, Audi Club And Audi Club North America, Rocky Mountain Vintage Racing, High Performance Driving, Pat Also Enjoys Rock Climbing, Prestige Imports Porsche Audi.

What skills is Pat Mickelson, Aif® known for?

Pat Mickelson, Aif® has skills like 401k, Investments, Iras, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Asset Management, Investment Strategies, Securities.

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