A complete list of active advisors currently associated with Mikel Wealth Management

Warmer can help you find a great advisor at Mikel Wealth Management or one who fits your needs even better.

Mikel Wealth Management serves individuals, families, high-net-worth clients, and small businesses with personalized investment advisory and financial planning services. The firm provides ongoing portfolio management (both discretionary and non-discretionary), develops written Investment Policy Statements, and offers planning advice that can include insurance and annuity recommendations. Portfolios are built across stocks, bonds, mutual funds, ETFs, and fixed-income securities using fundamental analysis, asset-allocation modeling, and periodic rebalancing tied to each client’s goals and risk tolerance. The brochure discloses approximately $23 million in assets under management with only about $200,000 managed on a discretionary basis, indicating the firm primarily operates in a non-discretionary capacity. Noteworthy for an independent, single-advisor practice, the firm’s principal is a licensed attorney who provides limited wills and probate services and is also a licensed insurance agent who sells life, long‑term care insurance, and annuities; the firm also presents compensated educational seminars and workshops. The adviser discloses potential conflicts stemming from insurance commissions, notes clients are under no obligation to use its insurance or legal services, and reports advising on roughly $11 million in variable annuity assets.

To learn more about the advisors currently working at Mikel Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cindy Mikel	Dallas, TX	14

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