Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kraig? Claim Your ProfileKraig Mickelsen is a financial advisor with over 25 years of experience in the financial services industry. Kraig is currently registered with Arete Wealth Advisors, LLC. and Arete Wealth Management, LLC, and holds a variety of licenses and certifications, including the Series 6, 7, 24, 63, and 65 licenses. Kraig has also earned the Certified Financial Planner (CFP®) designation. Kraig's career has spanned multiple firms, including AUSDAL FINANCIAL PARTNERS, INC., QA3 FINANCIAL CORP., INVESTMENT PLANNERS, INC., LIFEUSA SECURITIES, INC. and DREHER & ASSOCIATES, INC. Kraig provides a range of financial services, including financial planning, portfolio management, and insurance sales. Kraig specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
06/29/2023 - Present
Arete Wealth Advisors, LLC (St. Charles IL)
IL
08/04/2006 - 07/03/2023
AUSDAL FINANCIAL PARTNERS, INC. (ST. CHARLES IL)
IL
01/07/2002 - 08/02/2006
QA3 FINANCIAL CORP. (ST CHARLES IL)
IL
01/05/1999 - 01/03/2002
INVESTMENT PLANNERS, INC. (DECATUR IL)
MN
01/22/1998 - 01/05/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
IL
02/07/1997 - 01/28/1998
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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